I don't know how to make financial documents and records.

all Verizon 8:05 AM @ 0' 97% Done Attachment Finc Document and Records (14) Personal Balance Sheet (15) Person Name: Date: Financial Documents and Records 14 Purpose: To develop a system for maintaining and storing personal financial documents and records. Instructions: Indicate the location of the following records, and create files for the eight major categories of financial documents, Suggested websites; www.bankrate.com www.usa.gov www.kiplinger.com Suggested apps: Finovera Computer File, Online, Item Home File Safe Deposit Box Other (specify) 1. Money management records * budget, financial statement 2. Personal/employment records current resume, Social Security card 'educational transcripts * birth, marriage, divorce certificates * citizenship, military papers, passport adoption, custody papers 3. Tax records 4. Financial services/consumer credit records * unused, canceled checks * savings, passbook statements *savings certificates * credit card information, statements credit contracts 5. Consumer purchase, housing, and automobile record * warranties, receipts owner's manual lease or mortgage papers, title deed, property tax info automobile title * auto registration auto service records 6. Insurance record * insurance policies *home inventory * medical information (health history 7. Investment records * broker statements *dividend reports * stock/bond certificates *rare coins, stamps, and collectibles 8. Estate planning and retirement * will pension, Social Security information What's Next for your Personal Financial Plan? Select a location for storing your financial documents and records. Decide if various documents may no longer be needed