Time to Get Organized

Time to Get Organized

February 25, 2023

Can you lay your hands easily on your birth certificate? That is a perfect test for how organized you really are! In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey share tips about what financial information to focus on organizing. Topics include:
Loan Documents
Digital Assets
Paper Trail
Online Filing System
Identity Theft
Passport
Insurance Policy
Deeds
Bank Accounts
Tax Records

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