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SET UP A HOME FILING SYSTEM TO KEEP TRACK OF ALL YOUR FINANCIAL RECORDS

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The files should include the following:
▪ Bank statements
▪ Credit card statements/receipts
▪ Taxes
▪ Medical bills/receipts (keep bills from physicians, dentists, and eye doctors, as well as
prescriptions, separately)
▪ Investment accounts
▪ Service and maintenance bills
▪ Insurance policies and anything else that is part of your financial life
Be assured that having a filing system for your financial records will save you thousands of dollars in
your lifetime. When billing, payment, and other financial questions come up, you will have the
answers at your fingertips.

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