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Money Smart Records

Finally, a complete records system and educational resource all in one. The 69-pages of financial reference answer the key questions we all have about financial record-keeping -- providing a clear picture of your situation and helping you make sure your interests are protected.

The 8.5"L x 11"H ring-binder system with dividers also provides room to arrange your records logically and intuitively -- insurance, investments, credit, inventory, legal issues, real estate, retirement, and taxes. Each form also comes as a Word file on CD-Rom -- so you can easily keep your files updated electronically. Plus, save 10% each when you buy 20+ books -- makes a great gift for friends and family! Includes for each section:

  • Records retention guidelines
  • Contact pages for advisors
  • Document locator forms
  • Dividers for organizing your records

TW1001 -- $55.00 (plus S&H)

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What Our Customers Have To Say...

"This is the most comprehensive financial system I've seen in a long time. I would recommend it to anyone who is tired of having to hunt and search for important information and wants to keep it all together in one place."

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