Have a place for important papers

Daily money managers help consumers manage their monthly expenses and handle their bills all the time, says Barbara Boustead, a board member of the American Association of Daily Money Managers. One of the first things Boustead instructs clients to do is to create a folder or file with all important financial documents such as insurance policies and investment accounts. Other information to have on hand includes online passwords and loan accounts. “I call it an emergency preparedness kit, where I’m making sure all my important documents are in one place,” Boustead says.

The complete article is available at USA Today

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