The Blog

Financial Plans and Budgets

Dec 12, 2014

A budget is a way to track the relationship between the money you take in and the money you spend. A budget can help you make sure your income covers…

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Miscellaneous Financial Documents

Dec 12, 2014

These include documents pertaining to other financial information or financial instruments you may own. Related Documents: 1) Front and back copies of credit/debit cards 2) Bond and stock certificates 3) Annuity…

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Life Insurance Policy

Dec 12, 2014

A contract with an insurance company in which the company generally agrees to pay a lump sum amount under certain circumstances in exchange for premiums paid by the insured party….

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Credit Report

Dec 12, 2014

It is a factual report on one’s credit activities. It can record loans one has taken, as well as one’s bill-paying history. Generally, one free credit report per year is…

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Account Statements

Dec 12, 2014

These are statements typically offered by financial institutions at which your account is held. They are frequently available quarterly or monthly, depending on your account or institution. Related Documents: 1)…

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