Skip to main content

Organizing Your Financial “Stuff”

Organizing Your Financial “Stuff”

You should always make room in your life for intangible inspiration. This includes organizing your more tangible financial interests. Here are three handy habits for improved financial organization in the year ahead.Locate What You’ve GotNaturally, if you don’t know what you own and where it’s held, it’s going to be very difficult to organize it. This is one reason to identify and coordinate all of the accounts you own, regardless of where they are held. This includes not only your primary accounts but also company retirement plans, stock options, assets from former marriages, lost savings accounts, and more.Having your assets in order not only helps you more efficiently manage your own finan

This is only available to Ellevate Members.


Have more questions? Follow up with the expert herself.

{{playbook.title}}

Continue learning with this Ellevate Playbook: