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How to Organize Your Vital Documents & Financial Records

IN CASE OF EMERGENCY…could your family find vital documents and financial records? This is a tough subject and a very real question in light of the recent pandemic, random acts of terrorism and increased natural disasters. So, let's start with the basics on How to Organize Your Vital Documents & Financial Records. What to keep, where to keep, and the most important list you will ever create. WATCH THIS NEXT: Get Organized: Save Your Family & Finances from Natural Disasters!    • Disasters: How to Save Your Family Fi...   Financial Records: When to SAVE Them? - When to SHRED Them?    • Financial Records: When to Save Them?...   Organize Your digital Assets    • How to Organize Your Vital Documents ...   Money Map    • The Ultimate Money Map for Financial ...   Preparation for a Disaster Financially    • 4 Ways to Prepare Financially for a N...   Organize Your Financial Life    • 2 Simple Ways To Organize Your Financ...   More Ways to Organize Your Money    • 3 More Simple Ways to Organize Your F...   What's Next with Money website https://whatsnextwithmoney.com/ LET'S CONNECT: LinkedIn   / brentneiser   Instagram https://www.instagram.com/whatsnextwi... Twitter   / brentneiser   Facebook   / brent.neiser   YouTube Subscribe    / whatsnextwithmoney   6 Page Free Financial Guide Link: https://whatsnextwithmoney.com/free/ Send us a Question: https://whatsnextwithmoney.com/question/ TIMECODES: 0:00 Intro to $$ Organizing 2:43 Where I Keep Vital Records and Docs. 3:53 File Names and Categories 8:39 Location Information List (for Family and Key Advisors) 13:32 BONUS: Organizing Your Vital Documents and Records HI THERE! New to "What's Next with Money"? I'm your host, Brent Neiser, a Certified Financial Planner and Accredited Financial Counselor. On each program, I bring smart insights to guide your financial decisions from my years of working, learning, and leading in Financial Planning, Financial Education and Consumer Protection, as well as Future Trends. What's Next with Money is a program that holds the promise of second chances, strategies for growth, and financial empowerment. DISCLAIMER Information and concepts on this channel and program segments are offered for educational purposes. Consult with a fiduciary-focused professional advisor, Certified Financial Planner™, or Accredited Financial Counselor® regarding advice, actions, or recommendations that meet your unique circumstances and goals. Brent Neiser does not currently have and is not seeking financial planning, or investment advisory clients (individuals, families, or institutions). Legislative, regulatory, and tax law changes, as well as new developments, may date information presented on What's Next with Money. Investment and Financial Basics from the SEC https://www.investor.gov/ Professional Advice Financial Planning • CFP® professionals (Certified Financial Planner™) • https://www.letsmakeaplan.org/ Financial Counseling • AFC® professionals (Accredited Financial Counselor®) • https://www.afcpe.org/find-an-afcpe-c...    • How to Recover Financially from a Nat...