The first step to achieving financial security is to organize and maintain updated records. Without accurate financial information, neither you nor your financial adviser will have the tools necessary to make critical decisions affecting your future. This includes information about your bank, investment and retirement accounts; notes receivables and annuities; and all other assets as well as your liabilities like credit cards, installment, car, house and other debts.

In addition to managing your finances, maintaining up-to-date financial information will allow you to have the required information at your finger tips when applying for future loans; to contact credit card companies if one or more cards are lost or stolen; or to give others the information they’ll need to manage your financial affairs if illness, injury, or other crises or emergencies results in your inability to oversee your own affairs for some period of time.

These records should include a list of all insurance policies in force, the name and contact information of all your insurance agents, financial managers, bank representatives, the location of any safety deposit boxes and keys, together with details of all other financial resources for easy reference as well as to provide quick access in a crisis or emergency. Up-to-date financial information is also essential when working on estate planning and will be invaluable to your heirs when they settle your estate.

Organizing and maintaining your important financial records is now much quicker and easier with LIVING SMART SOFTWARE. This software includes informational schedules that will allow you to organize and keep current all of your important financial information as well as instructions and authorizations so those you designate can oversee your financial well being if you are unable to manage your own finances for some period of time. Best of all, it’s so simple, that even those with minimal computer experience will find LIVING SMART SOFTWARE easy to use.

You choose whether to just print out the LivingForms you want to use and complete them by hand in ink; complete them on the computer; or complete and save on your computer. If you want to save your information on your computer, you just click on the “Save to your Computer” button and that completed LivingForm will be saved on your computer so updating the information in the future will be quick and easy. The information is encrypted to protect your privacy so no one else can see the information unless your LIVING SMART CD is inserted into the computer. Any time you want access to your information, just reinsert the CD into your computer, go to the Table of Contents and click on that LivingForm and it will appear on your screen with the most current information.

LIVING SMART SOFTWARE is a one-of-a-kind software and a must for everyone who is serious about planning for the future as well as being prepared for the unexpected events in life.
 

The first step to achieving financial security is to organize and maintain updated records. Without accurate financial information, neither you nor your financial adviser will have the tools necessary to make critical decisions affecting your future. This includes information about your bank, investment and retirement accounts; notes receivables and annuities; and all other assets as well as your liabilities like credit cards, installment, car, house and other debts.

In addition to managing your finances, maintaining up-to-date financial information will allow you to have the required information at your finger tips when applying for future loans; to contact credit card companies if one or more cards are lost or stolen; or to give others the information they’ll need to manage your financial affairs if illness, injury, or other crises or emergencies results in your inability to oversee your own affairs for some period of time.

These records should include a list of all insurance policies in force, the name and contact information of all your insurance agents, financial managers, bank representatives, the location of any safety deposit boxes and keys, together with details of all other financial resources for easy reference as well as to provide quick access in a crisis or emergency. Up-to-date financial information is also essential when working on estate planning and will be invaluable to your heirs when they settle your estate.

Organizing and maintaining your important financial records is now much quicker and easier with LIVING SMART SOFTWARE. This software includes informational schedules that will allow you to organize and keep current all of your important financial information as well as instructions and authorizations so those you designate can oversee your financial well being if you are unable to manage your own finances for some period of time. Best of all, it’s so simple, that even those with minimal computer experience will find LIVING SMART SOFTWARE easy to use.

You choose whether to just print out the LivingForms you want to use and complete them by hand in ink; complete them on the computer; or complete and save on your computer. If you want to save your information on your computer, you just click on the “Save to your Computer” button and that completed LivingForm will be saved on your computer so updating the information in the future will be quick and easy. The information is encrypted to protect your privacy so no one else can see the information unless your LIVING SMART CD is inserted into the computer. Any time you want access to your information, just reinsert the CD into your computer, go to the Table of Contents and click on that LivingForm and it will appear on your screen with the most current information.

LIVING SMART SOFTWARE is a one-of-a-kind software and a must for everyone who is serious about planning for the future as well as being prepared for the unexpected events in life.