Financial organizing

• Tax: Documents related to your annual income, deductions, credits, and other tax-related information. This includes W-2s, 1099s, tax returns, and receipts for deductible expenses

• Estate: Papers concerning the management and disposition of one's assets during their lifetime and at their death. This includes wills, trusts, powers of attorney, and living wills

• Medical: Records detailing your health history, treatments, surgeries, medications, and any other pertinent health-related information. This can also include insurance policies, prescriptions, and contact details for healthcare providers

• Legal: Documents related to any legal proceedings, contracts, agreements, or other legal matters you're involved in. This can range from marriage licenses and divorce decrees to business contracts and legal correspondence

• Banking:  Information related to your financial accounts, including bank statements, checkbooks, deposit slips, and loan agreements

• Insurance:  Policies, claims, and correspondence related to your insurance coverage, be it health, life, auto, home, or any other type of insurance. 

• Investment:  Details of your financial investments, including stocks, bonds, mutual funds, retirement accounts, and other securities. This would include account statements, purchase confirmations, and dividend notices

• Anything else you may feel is important: Any other documents you feel are of grave importance

 Remember, the organization of these files not only ensures easy access but also helps in making informed decisions, ensuring compliance, and providing clarity in various life situations

Golden Financial Care helps people with a multitude of personal financial services