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Webinar: Organizing Your Financial Records

Save time by getting and keeping your financial records organized. Learn what to keep, what to keep handy in case of disaster, and how to take a home inventory.

 

Our accounts, financial tools, and convenient services help you grow your money and live more confidently.

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  • Important Document Locator

    When you’ve properly recorded and organized your documents it’s less likely that anything will be misplaced or lost.
  • Mortgage Documents Checklist

    This list will help you gather information and documents for your mortgage application, to help get the mortgage process off to a fast and efficient start.
  • Money Management

    In this course you will learn that setting specific goals, getting your finances organized, tracking your spending and building a budget can help you save for the things in life that matter.