Todd Shaull

Jan 07 2015

2015 Resolution: Tips for Organizing Your Personal Documents


Personal SAFEkeeper

Between the junk mail that arrives in our mailboxes each day and the kids’ school work that gets tossed out of the backpack, it’s easy to feel like we’re drowning in paper. Even our important papers seem to pile up on the desk and dining room table, waiting for us to find the time to sort and file them. Getting organized can seem like a chore, but it is absolutely essential. Before you can manage your financial affairs, you need to take charge of your important documents.


Get a fresh start in 2015 and get your papers organized such as birth certificates, insurance papers, deeds, and more with a tool called the Personal SAFEkeeper. The Personal SAFEkeeper will give you small steps to tackle your project. Go through each page and slowly work your way to having a binder full of easy-to-reference essential documents.

Areas of focus include:

  • Credit and debit
  • Personal documents
  • Title and insurance
  • Home ownership
  • Social Security
  • Retirement records
  • Investment records
  • Estate planning
  • Tax records
  • Personal insurance

It will be extremely helpful if you ever need to grab important papers in a hurry. Download your Personal SAFEkeeper today and get organized! P.S. Don’t forget you can store all those essential papers in a safe deposit box* located at many of our Hills Bank locations.

*Safe deposit box contents are not FDIC insured.
 
Todd Shaull

About Todd Shaull

Todd Shaull is a Vice President, Branch Manager at Hills Bank’s Cedar Rapids location on Williams Blvd. Todd has been at Hills Bank since 1999 helping customers with checking and savings accounts, consumer loans, auto loans, and home equity loans. Todd can be reached at todd_shaull@hillsbank.com.


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