Decide where to store important information. Ideas for this are storing it on your computer, on index cards, or in file folders.
Label each category so it can be easily referenced. Here are great examples of what to record for each category:
*Health
-Allergies (to food, medicine, animals, etc.)
-Your blood pressure
-Health issues that run in the family
-Your cholesterol level
-Your blood type and those of family members
*Finances
-Your credit card number(s) and the phone number to call if your card is lost or stolen
-Your bank account numbers and phone number if your checkbook is lost or stolen
-A budget for your income, expenses, savings, and personal goals
-Your credit score
-Insurance information
*Safety
-Emergency contact numbers
-License plate number and VIN
-Flight numbers for any upcoming trips
-Current photos of every member of your family labeled with heights and weights
-photocopies of passports
*Just in case
-Measurements and clothing sizes for you, your partner, and your children
Purchase a fireproof safety box and store the following documents in it:
-marriage certificate
-birth certificates
-automobile titles
-wills
-household inventory list
-passports
Stay Organized!
Once a month:
-File away any new personal information you receive
Every 3-6 months:
-Add any new major purchases to your household inventory list
-Review your financial budget. Consider ways to save by cutting back on expenses.
Once a year
-Request a free credit report to make sure nothing unusual or unauthorized has popped up on it.
-Take new photos of your family members for your safety folder. Be sure to note heights and weights.
-Update health records.
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