Friday, November 5, 2010

Getting financially organized: Compile Financial contacts

If you ever had an emergency or question when it came to your finances, would you easliy be able to find their contact information? Having this information handy can save a lot of time and frustration. Make a list of all the people/businesses that are involved with your finances, such as:

- Bank contact info and representatives
- Your insurance and benefits providers
- Your lawyer
- Accountant or the person who prepares your tax return
- Financial advisor(s)
- Pension fund company
- Any people you work with on behalf of dependants

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