Comments on: Organizing yourself to financial success http://www.thickenmywallet.com/blog/wp/2008/08/12/organizing-yourself-to-financial-success/ Everything to do with thickening your wallet by entrepreneur turned President of an Investment Company Mon, 15 Mar 2010 15:22:08 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: No Fee Banking, Cheap Books and Roundup - Aug 22, 2008 | Million Dollar Journey http://www.thickenmywallet.com/blog/wp/2008/08/12/organizing-yourself-to-financial-success/comment-page-1/#comment-16543 No Fee Banking, Cheap Books and Roundup - Aug 22, 2008 | Million Dollar Journey Fri, 22 Aug 2008 10:29:49 +0000 http://www.thickenmywallet.com/blog/wp/2008/08/12/organizing-yourself-to-financial-success/#comment-16543 [...] Thicken My Wallet has a great article on Organizing yourself to financial success. [...] [...] Thicken My Wallet has a great article on Organizing yourself to financial success. [...]

]]> By: Patrick http://www.thickenmywallet.com/blog/wp/2008/08/12/organizing-yourself-to-financial-success/comment-page-1/#comment-16473 Patrick Fri, 15 Aug 2008 04:27:42 +0000 http://www.thickenmywallet.com/blog/wp/2008/08/12/organizing-yourself-to-financial-success/#comment-16473 I'll echo the remarks about keeping tax receipts together. Those are the one category of paperwork you are guaranteed to want at some point in the future. I’ll echo the remarks about keeping tax receipts together. Those are the one category of paperwork you are guaranteed to want at some point in the future.

]]> By: Mom2KG http://www.thickenmywallet.com/blog/wp/2008/08/12/organizing-yourself-to-financial-success/comment-page-1/#comment-16460 Mom2KG Wed, 13 Aug 2008 20:05:27 +0000 http://www.thickenmywallet.com/blog/wp/2008/08/12/organizing-yourself-to-financial-success/#comment-16460 Absolutely great post. Readers may know of my family's ongoing attempts to improve our financial health. One of the first things we did was organize. It was easy, assigned responsibility for everything, and felt like a huge accomplishment. Glad to have your report - we'll implement some of them. Absolutely great post. Readers may know of my family’s ongoing attempts to improve our financial health. One of the first things we did was organize. It was easy, assigned responsibility for everything, and felt like a huge accomplishment. Glad to have your report – we’ll implement some of them.

]]> By: dc http://www.thickenmywallet.com/blog/wp/2008/08/12/organizing-yourself-to-financial-success/comment-page-1/#comment-16442 dc Tue, 12 Aug 2008 13:53:16 +0000 http://www.thickenmywallet.com/blog/wp/2008/08/12/organizing-yourself-to-financial-success/#comment-16442 Great post, the tips are great. I have a similar system (all file folders) and especially find that keeping tax related items together helps at tax time. I go a step further and have a spreadsheet for tax related items. I update as tax related items come up (track charitable donations, RRSP contributions, child fitness amounts, etc). The file folder is my supporting documentation. I am the one in our house who does the bulk of our "finances related stuff". I have created a spreadsheet that lists out what I refer to as our important information and have it password protected. The information I have on it is the information that my wife and/or my executor would need to know if something happened to me/us (bank information, investment accounts, insurance information, SIN # and other information). Rather than having to dig through files, this would summarize our financial lives in the event that something happens. Great post, the tips are great. I have a similar system (all file folders) and especially find that keeping tax related items together helps at tax time. I go a step further and have a spreadsheet for tax related items. I update as tax related items come up (track charitable donations, RRSP contributions, child fitness amounts, etc). The file folder is my supporting documentation.

I am the one in our house who does the bulk of our “finances related stuff”. I have created a spreadsheet that lists out what I refer to as our important information and have it password protected. The information I have on it is the information that my wife and/or my executor would need to know if something happened to me/us (bank information, investment accounts, insurance information, SIN # and other information). Rather than having to dig through files, this would summarize our financial lives in the event that something happens.

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