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Life Lessons of a Military Wife (overseas in Europe!): FREEBIE on CD: Family Records Organizer

Life Lessons of a Military Wife (overseas in Europe!)

My goal here is to make your life easier, especially those who are in the unique situation of being a military spouse. Yes...I've been around...but in a good way...and hopefully can share those tips, tricks and shortcuts with you too. I've been on this military bus for over 40 years now. My goals in life are to have a well-run home, few money worries, well adjusted children, money socked away and whatever happiness I can scoop out of life.

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After life as an Army brat, being in the Army myself and marrying a soldier, I can honestly say I have a bucket full of life lessons I can share to help you make your everyday life easier and enlightening. Don't waste your time making unnecessary mistakes and benefit from others who have come before you on your journey through life.

Friday, March 28, 2008

FREEBIE on CD: Family Records Organizer

Moving around a lot with the military, we really need to have our records in order. Do you know where your marriage certificate is? Or your kids' shot records? More importantly, does your husband or anyone else in your family know where to look? Does your family know where to look for your personal and financial records should something happen to you or your husband? I've found a nifty little tool on CD, that is of course free, to help get all your paperwork stuff organized.

It's called the Family Records Organizer and is available FREE from T. Rowe Price. T. Rowe is a mutual funds company and prides itself on all its financial tools, calculators and literature. I've done business with them for years via their mutual funds (which are some of the best rated BTW), and can vouch for their customer service.

From their site:

Wouldn’t it make life simpler if your important financial information and accounts were organized in one safe place?

Most of us have what feels like dozens of financial accounts and records to keep track of, such as retirement plan accounts, bank accounts, investments, debts, mortgages, and more. Even for a simple estate there is a lot of information to manage. T. Rowe Price has developed a tool called the Family Records Organizer CD-ROM to help you with these organizational challenges. This unique, interactive CD-ROM provides you with an easy way to gather all your family's records in one safe place, including primary contacts.

The Family Records Organizer CD-ROM:
  • Offers a single place for you to capture important personal information about your investments, banking and credit cards, insurance, and more with the intent of passing this information along to your beneficiaries or keeping it in a safe place.

  • Features a comprehensive Learning Center containing helpful videos and topic information on each of the CD’s recordkeeping categories.

  • Captures the wide variety of information that is key to your and your family's financial well-being and organizes it so that anything you may need is available at a moment's notice.

  • Allows you to be paperless if you choose. You can save your information electronically or print it out.
Take the time to check it out! If you know of any other freebie goodies to share, please post them below!

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2 Comments:

Anonymous She of the Sea said...

Thanks for the link. It looks like a useful tool. You always have such wonderful posts!

March 31, 2008 at 10:07 PM  
Anonymous Megan@Disorder2Order said...

This is great of you to share! I love (as well as most people) anything that is FREE and if will help give structure to getting people organized.. have at it. Great post!

April 2, 2008 at 6:16 AM  

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