Lifelong Money Management Tips


It’s never too late to get your financial records organized. 

Here are some tips to help you sort through all the records.

Keep a home file to maximize the efficiency of your financial records. Items should include:

  • Information on credit cards, debit cards, checking accounts, savings accounts, and copies of contracts 
  • Copies of insurance policies Information on home mortgages, land, and other property 
  • Information on motor vehicles and driver’s licenses 
  • Copies of birth, marriage, death, divorce, and citizenship papers 
  • Copy of will, last instructions, and safe deposit box keys 
  • Tax records for the last six years 
  • Records of pension plans, education, health records, and employment 
  • Current household inventory. List everything you own, how much it costs, items and keep receipts
  • Copies of all warranties and guarantees

Keep a safe deposit box for financial records that are difficult, costly, or impossible to replace. Items should include:

  • Birth, death, marriage, divorce, adoption, and citizenship papers
  • Deeds to property 
  • Titles to motor vehicles 
  • Stock and bond certificates 
  • U.S. savings bonds 
  • Important contracts 
  • Military discharge and veteran papers 
  • Patents and copyrights
  • Important disks or CDs 
  • Negatives or the actual pictures of your home inventory


As an Altra member you can take advantage of the GreenPath Financial Wellness program, a free financial education and counseling program. GreenPath counselors are available Monday through Thursday 8 a.m. to 10 p.m. (EST), Friday 8 a.m. to 7 p.m. and Saturday from 9 a.m. to 6 p.m. To use this new service, simply call 1-877-337-3399 or visit them on the web at www.greenpathref.com.




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