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Getting Started
Action Plan
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Quiz
Where is a good location for your active records (recent bills)?
A central location is ideal, if you see the files you will be more likely to take action.
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Collect Information
Quiz
Where is a BAD location to store your sensitive information?
Avoid obvious labels like "all my passwords" and instead of spots that are central but few people access like a desk drawer.
Paper Records
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Quiz
Which one if these documents can you shred (remove personal information and trash)?
The 8-month-old paid internet bill can be safely shredded. Companies make the bills available online in your account, you can request they email them to you and they can be scanned.
Digital Records
Quiz
Is it possible to have all your finanacial records digital?
Currently, many important documents require you to keep original copies for taxes or contracts, etc.
Take Action
This Byte has been authored by
Kassie Dwarika
Director of Content Programs | Debate Coach