Archive for Productivity
The Financial File List in the Fireproof/Waterproof Safe
Posted by: | CommentsHere are some pics of our system:
It doesn’t have to work for everyone but it works for us.
Notice how our safe opens from the top. This particular safe was purchased from Costco, but unfortunatley they only carry the front opening type now- in Louisville that is. Our particular model is a sentry and I’m sure it can be purchased many places.
Within the categories of groupings we have individual folders and documents. Here is a list of some to the folders with others left out to protect the innocence. I don’t worry much about things like indentity theft but because I’ve been outspoken about it- I went ahead and purchased LifeLock. Neat service.
The following categories: Business Checking- Household Checking or Cash Accounts-Savings-Retirement Accounts-Credit Accounts-Ownership Documents-Legal Documents-Important Documents-Mortgages-Insurance-Social Security-Tax Returns-Medical Records are filled using the following folders:
- Business checking account A
- Business checking account B
- Business checking account C
- Household Checking A (joint checking account if you’re married- or main account if single)
- Savings A
- Child 1 Savings (this could be savings bonds, college funding accounts, or just bank savings
- Child 2 Savings
- Child 3 Savings
- Retirement account husband 1 ( if you have employer plans and IRA’s I would separate them)
- Retirement account wife 2
- Credit Account 1
- Business Credit Account
- Titles (car titles, boat or other things that have title)
- Deeds (to your home, rental property, condo, timeshare, etc)
- Contracts (business, legal ownership
- Power of Attorney
- Healthcare Directives (living will)
- Trust
- Wills
- Identification (social security cards, passports, birth certificates)
- Personal licenses (marriage, etc)
- Professional licenses (teaching certificate, insurance, etc)
- Mortgage 1
- Mortgage 2
- Health and Dental insurance
- Umbrella policy
- Personal property (rings, antiques)
- Dwelling (rental property)
- Auto
- Homeowners
- Life
- LTC
- Disability
- Group benefits
- Social Security Husband
- Social Security Wife
- Tax Returns last 7-10 years
- Medical records and large bills
Hopefully you found this helpful. Don’t have time to do it we can always help.
In David Allen’s GTD System- he talks about collection baskets.
Posted by: | CommentsCollection baskets would been any designated means to which you collect information that requires an action by you. That action could be a variety of actions but the key is that it requires your mental energy to decide what to do with this information.
What are your collection baskets? I’d love to know.
Here are some of mine:
My digital recorder on my black jack cell phone. If I meet someone new I will shortly after talk into the recorder. If I have a great idea at night- then I’ll wake in a stupor and record my thought.
Next I have a physical Inbox on my desk.
I have my email inbox.
I have a white board on the wall in my office where I’ll record ideas, schematics, plans etc.
I use 37 signals backpack and highrise products. Both of these web-based productivity software’s have collection buckets.
I also have a small notepad that fits into my pocket. It doubles as a second wallet. I keep business cards, notes and receipts in here until I empty it.
