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SERIES: Get Organized! Part FOUR

Welcome to the latest series at JosephSangl.com – Get Organized!   It is extremely important to have your finances organized.   In fact, I believe that lack of organization is one of the top reasons that people do not reach the peak of their financial potential.   I am excited about this series especially because we are releasing another FREE tool!

Part Four Where to find free or cheap resources

  • There is a free healthcare power of attorney provided by AnMed Health Center HERE.
  • Several free legal documents (including power of attorney and a basic will) are located HERE

If you have substantial assets (including sizable term life insurance policies), I highly recommend that you meet with an attorney to have them review your documents to make sure everything is well-organized and accurate.

Where else have you found great free (or cheap) legal documents?

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SERIES: Get Organized! Part THREE

Welcome to the latest series at JosephSangl.com – Get Organized!   It is extremely important to have your finances organized.   In fact, I believe that lack of organization is one of the top reasons that people do not reach the peak of their financial potential.   I am excited about this series especially because we are releasing another FREE tool!

Part Three Information to include on your Financial Accounts Form

This form is meant to be the be-all to end-all location for your entire financial picture.   When you are looking for key financial information, you won’t have to go far because it is all contained within this file.   When you pass away, it allows your estate executor to easily understand what they are dealing with.

Here are the key items to include in your Financial Accounts Form (MS Word) or Financial Accounts Form (PDF).

  • Investment accounts Include your 401(k), 403(b), 457, TSP, Roth IRA, IRA, stock, bond, and mutual fund investments.
  • Bank accounts Include checking, savings, money market, CDs, and any other accounts held at a bank or credit union.
  • Real estate If you own real estate, be sure to list the addresses and the financial status of these holdings.
  • Will According to Bankrate.com, 58% of Americans do not have a written will.   Have one, and include it’s location and your assigned executor on this document.
  • Power of attorney Healthcare POA, Limited POA, or other legal assignments of responsibility should be included in this document.
  • Insurance policies Include life insurance – be sure to include policies provided through your workplace.   Also include insurance on key possessions owned.
  • Jewelry (or other valuables) If you have valuable possessions, be sure to list them and their locations.
  • Safe Deposit Box If you have one, indicate it on this document and include its location!

I know.   I know.   This can seem overwhelming, but it is absolutely worth the effort to put this together!

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SERIES: Get Organized! Part TWO

Welcome to the latest series at JosephSangl.com – Get Organized!   It is extremely important to have your finances organized.   In fact, I believe that lack of organization is one of the top reasons that people do not reach the peak of their financial potential.   I am excited about this series especially because we will be releasing another FREE tool!

Part Two Prepare a list of all of your financial accounts

If you are a slightly or very disorganized person (like I used to be!), this is probably going to be the most difficult part of the entire organizational process.   It is important to gather together your financial statements so you can easily prepare a one or two page document that details your entire financial picture.

To speed up the process, we are PUMPED to provide a new FREE TOOL for you to consolidate all of your information in one place.   You can download a copy below:

Financial Accounts Form (MS Word) or Financial Accounts Form (PDF)

Below is a sample of how the information can be written into the file (Click to view a full-size sample).

Account Organization Snapshot

In the next step of this series, we will talk about specific types of information that you need to be sure to include on this document.

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SERIES: Get Organized! Part ONE

Welcome to the latest series at JosephSangl.com – Get Organized!   It is extremely important to have your finances organized.   In fact, I believe that lack of organization is one of the top reasons that people do not reach the peak of their financial potential.   I am excited about this series especially because we will be releasing another FREE tool!

Part One Understand why you are doing this in the first place.

Let’s face it.   We are all extremely busy.   The last thing we need to do is initiate another paperwork process just for the sake of what “might” happen.   I believe, however, that this process is an extremely valuable step toward maximizing one’s financial potential.   If you take the time to complete the steps in this series, you will discover areas where your financial plan is lacking AND also where you are winning (which is very satisfying to see).

Here are some reasons to get organized financially:

  • Control:   It is hard for the finances to run out of control when you are focusing this intently on your financial affairs
  • Improved financial focus:   We tend to improve that which we focus our attention on
  • We WILL die some day:   Our family will appreciate a clearly organized set of financial affairs

Organization and a great financial plan are two of the keys to the reason that Jenn and I have been able to experience financial freedom!

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