Automate your finances


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Highly recommended for organization of your financial information and money management

Mr. Money Financial Organizer
Section 1: Personal Information
Section 2: Estate Planning & 911 Emergency
Section 3: Banking and Investments
Section 4: Insurance
Section 5: Credit & Debt
Section 6: Income Tax
Section 7: Real Estate
Section 8: Retirement

Prepare for Life Events

Getting married
Having children
Raising your children’s money IQ
Special Financial issues for women
Surviving a layoff
When a marriage does not work
Caring for Aging parents
How to handle a passing
Family History & Ethical Will
Financial Glossary

Life Events can be financially as well as emotionally traumatic. Help you through “life changing events.” Mr. Money can make these easier for you by providing you with the knowledge and actions steps necessary to help handle these life events.

Tips on Organizing Your Finances

Banking Records
Online accounts
Business Records
Contacts-executor, trustee, lawyer, accountant, physician, advisor, friends & family
Contents-House hold contents, their value, insured and leaving to who in your will.

Credit
Directive
Codicil
Living Will
Last Will
Estate Plan
Funeral Planning
Income Tax Records
Life DisMedDent Insurance
Payment Plans
Power of Attorney
Property
Registration
Storage/Safety Deposit Box/Safes-Location: Keys located: Copies to: Combination on Lock Number: Insured: Y/N
Vehicles-Make and Model: License Plate: Year: Keys located: Copies to:

Credit: Complete Canadian Wills Kit by SELF-COUNSEL PRESS

We are accepting, compiling and creating blogs, vidoes and programming for all categories.

Please submit below or contact us through info@SAWNTV.COM.

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