Personal Information Journal
A comprehensive, user-friendly guide that helps you assemble, organize, and track all your critical personal and financial information.
$4.95 for a limited time only
*By purchasing you agree to the Terms & Conditions
ABOUT THE PERSONAL INFORMATION JOURNAL
Accounting for assets, liabilities, and other financial transactions will eventually be necessary. It’s not a simple job, but with the Personal Information Journal you’ll be easily manage this task. The journal will help you keep track of all your financial dealings and you will be able to organize them easily.
The Personal Information Journal is a comprehensive, user-friendly guide that helps you assemble, organize, and track all your critical personal and financial information. With over 50 distinct categories, the Personal Information Journal covers everything from medical records to banking information to insurance policies.
I dealt with exact same problem ten years ago with my father who had Alzheimer’s. His finances were a nightmare, and I didn’t know what he had and where.
Ralph A.
What’s inside
The Personal Information Journal is a comprehensive guide that helps you safely store all of your personal and financial information in one place.
Major reasons to organize your personal and financial information:
-
Instant access: Having your information organized will save you time and frustration when
finding it. You won’t have to spend hours searching through piles of papers orremembering where you put something. -
Protection: Organizing your information
can protect it in case of a disaster, such as a fire, flood, or theft. By having a copy of your information in a safe place, you can reduce the risk of losing everything. -
Accuracy: Reviewing your information regularly can help
you ensure accuracy and up-to-dateness. This can be helpfulfor tax planning, insurance claims, and other financial matters. -
Estate planning: Organizing your information can make it easier for your loved ones to handle your affairs if you become incapacitated or pass away. This
can reduce probate stress and expense. -
Peace of mind:
Knowing your information is organized and secure can give you peace of mind. This can helpyou focus on other things, such as yourcareer, family, and hobbies.
Family Information
Medical including primary medical information, medications, medical conditions, personal/family medical history. Funeral information and wills
Important People
Advisors, professionals, family, friends, and service providers
Banking & Brokerage
Insurance & Other Financial
Income, insurance (health, life, vehicle, LTC, home, annuities). Loans, debts, Mortgages, other investments, and retirement accounts
Property
Miscellaneous
Why it works
Simple, it enables you to finally have a simple, comprehensive inventory of every aspect of your life and gives you control of all your personal and financial information.
This book will help you organize all your information so you and your advisors can document and make important decisions for estate planning and postmortem filing preparation.
Our stepfather, our father and now our mother have all been promoted to heaven. We’ve gradually learned a lot, and this sort of thing can be an immense help to you. I really encourage you to download this. Read through it, then save it for future reference.
I know of a family that is near and dear who are struggling because they didn’t know some of this stuff. I believe at least one attorney is now involved.
Please honor your elders and your family name by looking things like this over to make yourselves and your siblings aware.
I went through exactly this for ten years with my father with Alzheimer’s. His finances were a never-ending nightmare, and how can you make a list of assets when you don’t know what there is. I had uncovered extensive fraud and if you are dealing with someone that has dementia it’s important to look at everything!
Bottom line, your family needs to know what your wishes are. Every day is a gift and when you are gone, please give the gift of having your last wishes and affairs in order for those left behind.
LISTEN TO MY STORY
Let me ask you . . .
Do you ever feel like your personal and financial information is scattered all over the place?
Do you have trouble keeping track of your passwords, account numbers, and other sensitive data?
If so, you’re not alone. In today’s digital age, it’s more critical than ever to have a system for organizing and tracking your personal information.
The Personal Information Journal is the perfect way to protect your personal and financial data. By keeping all your information in one place, you can easily access it when you need it. You can rest assured that it is safe and secure.
Why should you buy this book?
SIMPLE!
THIS BOOK HELPS!
Organize your life and your data.
We are offering a copy of the Personal Information Journal at an introductory price of $4.95.
