Product Description

The Financial Planning Organizer Kit works by organizing hundreds of documents into 22 easy to use categories.

Find Auto Titles, Bank Statements, Medical Records or Mortgage papers... Instantly!

Never lose Birth Certificates, Warranties or Receipts again.

Get every tax deduction you deserve and have receipts to prove it.

Once you set up your kit, you just slip in new papers as they come. No more waiting until you can find the time to file. And you'll never have to start all over again.

Recommendations:

The Financial Planning Organizer Kit by Homefile has been recommended by The Wall Street Journal, the Washington Post, MSN Money, Money Magazine and others.

The kit includes:

* 22 Category Cards that drop right into hanging folders. Each laminated divider card has a Mylar tab on the top with the category name on it. Each card tells you exactly what papers to save...and for how long, usually depending on the IRS regulations.

(Sample Categories: Residence; Bank Accounts; Investments; Insurance: Autos, Boats & RVs; Insurance: Health & Disability; Charities; Schools and Child Care)

* A Quick-Find Index that you place right in the front of your files. The Quick-Find Index lists the location for over 200 items that you are likely to use at home. All you have to do to find or put away any paper is to look it up on the Index.

* A 48-page Handbook with a wealth of information about setting up and maintaining your files and a Personal Information Center to record vital information about bank accounts, health care providers, emergency contacts and more.

Product Details

• Amazon Sales Rank: #731451 in Books
• Published on: 2004-03
• Binding: Paperback
• 48 pages

About the Author
J. Michael Martin, J.D., CFP, President of Financial Advantage, Inc. and former Director of Research at T. Rowe Price, has been named one of the best financial advisors in America by Worth Magazine, Mutual Fund Magazine and Medical Economics.

Mary E. Martin, CFP, Co-Founder of Financial Advantage, Inc., taught in business schools before becoming president of Homefile Publishing, Inc. Mary has co-authored a series of organizer kits and books. She is a Certified Financial Planner designee and a frequent speaker on personal finance and organization topics.

Customer Reviews

Get your paper under control
I hate filing, and that's not going to change any time soon. I'd spent a couple hours developing my own filing system based suggestions in Julie Morgernstern's organizing book, but since then, my life expanded faster than my filing system could keep up. I saw this item in Michelle Singletary's column in the Washington Post, and I figured it was worth a shot. I've been using it for six months, and it's worked well for me. - I can put my hands on any piece of paper I need in under a minute. It should work well in the future also, as I can add files for my boat, RV, car, and investments when (and if!) I purchase them. For what you get, it seems expensive. But in terms of saving time (both the time to set up your own filing system and the time you would spend hunting for documents), it's well worth the price.

HomeFile is a winner
I'm a professional organizer and have helped many people with paper organization through the years. I've used the HomeFile system with many clients and they really like it. It's easy to use since the index, dividers and booklet give clear guidance. It's especially helpful in households where more than one person uses the system since you don't have to guess where papers are filed. When I present my clients with options on filing systems, they almost always choose HomeFile and are glad they did!

Great filing system!
This is a great way to keep organized. The system has an index that makes it easy to find things once filed.