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Get organized!

December 30, 2008

Kay Bell has some wise thoughts on getting your 2009 recordkeeping started right. I especially like this:

Don't forget financial passwords
Sharing this crucial computer access information is especially important if one or both of you handles accounts electronically. If something happens and your partner isn't able to take care of this or provide the details, you'll need to assume his or her duties in this area until he or she can resume them. So be sure to include your passwords, as well as your security Q&As, on your financial document list.

Having all your records perfectly organized on Quicken won't be much help if you take your password into the grave with you.

Tags: Kay Bell.