Financial Planning Advisors In New Orleans, Louisiana

Before planning to get your personal finances in order or meet with a financial consultant, you should organize paperwork, balance bank accounts and create an efficient filing system. Dealing with bills, tax paperwork and investment information in a systematic and timely manner is key to maintaining household assets and planning for the future.

Organizing Financial Information

Breaking financial paperwork into a few basic categories will help to simplify the filing process. Label file folders with designations like Bills Due, Bills Paid, Insurance Policies, Tax Information and Receipts and Warranties. You may also want to include a Miscellaneous folder for items that don't seem to fit in another category. After creating your filing system, make sure that the folders are easily accessible and that familyProperties members take time to regularly file mailed or hand carried paperwork.

Review your personal and business financial folders several times a year, shredding and discarding bills, receipts and warranties that are no longer needed. "...Remember to keep tax information for at least seven years, even if you don't foresee using it again." Plan to store items like automobile titles, CDs, savings bonds, personal records and home deeds in a safe deposit box or a fire-safe container.

Personal Financial Planning Advisers in New Orleans, LA

FBT Investments, Inc. is staffed with qualified financial planning consultants ready to assist residents in New Orleans, LA and the surrounding area. When you call (504) 584-5888, you'll speak with a personal adviser who can help you with business decisions, retirement planning, insurance products and investment solutions.