TIME TO GET ORGANIZED-2

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KEEP ORGANIZING NY GATHERING YOUR FINANCIAL DOCUMENTS

KEEP ORGANIZING NY GATHERING YOUR FINANCIAL DOCUMENTS, BANKING, INVESTMENT AND INSURANCE INFORMATION

• Mortgage(s)
• Line of credit
• Loans
• Credit cards
• Safety deposit box number and key
• Non-registered accounts
• Registered Retirement Savings Plans (RRSPs)
•Registered Retirement Income Funds (RRIPs)

• Tax-Free Savings Accounts (TFSAs)
• Registered Education Savings Plans (RESPs)
• Pension accounts
• Life insurance
• Disability insurance
• Critical illness insurance
• Long-term care insurance
• Health and dental insurance
• Home and auto insurance