Utah Money Moms
  • HOME
  • RESOURCES
  • About
  • Contact
  • Online Course

how to start a financial binder: Gather Supplies

4/2/2019

1 Comment

 
GUEST BLOGGER: CALLIE WARD
Picture
Picture
In my last post I shared how IMPORTANT it is to get your financial paperwork in order. I think we get little hints everyday on WHY this is so important- Governor Gary Herbert declared March as Flood Safety Awareness Month. How many earthquakes are we at now in the past 30 days?! Today is the day we are going to start our financial binder….ok, let’s say it again…TODAY is the day we are going to start our financial binder!  And of course, I’ve got all the steps to share along the way. I won’t leave you hanging! Let's begin...

Read Post
Starting your Financial Binder 101:
First, purchase supplies. Your Financial Binder doesn’t have to be fancy!
You’ll need:
  • A sturdy three-ring binder
  • Dividers
  • Page Protectors
Next, label the dividers with the titles of your Financial Binder items. Here is what I suggest:
  • Directories
  • Family Records
  • Financial Information
  • Personal Property Inventory
  • Passwords and Combinations
  • Summary
Once you get the physical Financial Binder assembled, this is where we get more into the details of the who, what, where, and when kind of records. That means more blog posts coming for each section!
Again, a Financial Binder provides a quick reference to your entire financial situation. Start one TODAY. And keep in mind as you start, this is IMPORTANT stuff, store the entire Financial Binder in safe spot!
Check back later this month for instructions on how to put together the first section of your binder: Directories. 
1 Comment
Lawhorn Mortgage Company link
10/22/2020 01:27:36 am

nice post

Reply

Your comment will be posted after it is approved.


Leave a Reply.

    TAKE A FREE CLASS!

    Sign Up

    Host a Class

    Click Here!

    Picture

    amanda

    Sharing real-life money smarts to help you stay on track with financial goals while still enjoying life!
    Blog editor,  Accredited Financial Counselor &
    Extension Professor
    Utah State University 


    Follow the fun on Instagram


    AS SEEN ON

    Picture

    awards

    Picture
    Best of State 2022: Personal Finance Education
    Picture
    1st Place National Award in Social Media Education from the National Extension Association of Family and Consumer Sciences
    Picture
    Gold Award in Blog Site category at the 7th a​nnual Education Digital Marketing Awards.
    Picture
    Platinum Award in Digital Media, Web Design category at the International Marketing and Communication Awards.

      stay updated!

    Subscribe

    Picture

    Categories

    All
    2020 Census
    Allowance
    America Saves Week
    Book Review
    Budgeting
    Car Insurance
    Charity Fraud
    College
    Consumer Protection
    Couples And Money
    COVID 19
    COVID-19
    Credit
    Credit Cards
    Data Breach
    Debt
    Earth Day
    Education Expense Planning
    Emergency Savings
    Entrepreneurship
    Estate Planning
    Events
    Financial Binder
    Financial Education
    Financial Emergency Prep
    Financial Freedom
    Financial Goals
    Financial Health
    Financial Literacy Month
    Financial Paperwork
    Financial Peer Pressure
    Financial Security
    Financial Vision Board
    Flexible Spending Account
    Food Budget
    Gift Giving
    Holiday
    Holiday Budgeting
    Home Maintenance
    Homeownership
    Identity Theft
    Inexpensive Fun
    Inflation
    Insurance
    Investing
    Kids And Money
    Money Mindfulness
    Money Monday
    Money Personality
    Money Tip
    Mortgage
    Mutual Funds
    My529
    Net Worth
    Panic Buying
    Personal Allowance
    Personal Property Inventory
    PowerPay
    Renting
    Retirement
    Review
    Revolving Savings
    Roth IRA
    Saving
    Scams
    Singles And Money
    Spending
    Student Loans
    Taxes
    Tax Freedom Day
    Teens And Money
    Tracking Spending
    Travel
    Unemployment
    Utah Saves Week
    Vacation
    Women And Money

OTHER RESOURCES

finance.usu.edu
livewellutah.org
extension.usu.edu
powerpay.org

    STAY UPDATED!

Subscribe

FOLLOW US

  • HOME
  • RESOURCES
  • About
  • Contact
  • Online Course