The HAINES System™️ – Financial Documents

Posted on May 3, 2017 by Jeremy LeRay

The fourth section of The HAINES System™️ is for Financial Documents. These include stocks, investments, income, bank accounts as well as contact information for your accountant, broker and other financial professionals. Having all of this organized helps tremendously when it comes time for your taxes to be done, but is also good to have in order the rest of the year.

Though many of these documents may not be retained online, you still need to have access information and contact names and numbers easily accessible. The more of this type of preparation that is done, the easier it will be to keep it maintained as you go along – short-term loss for long-term gain!

The final section is for Medical Documents. Typically this is an issue near April as April 16 is National Healthcare Decisions Day. This is a time to reflect on your advance directives – do you have them in place, are they current (legal requirements and named advocates), do your loved ones know where you keep them? For more on this, watch for next month’s post.