If you’re interested in the Happy Finances Challenge, you’ll love The Happy Finances Challenge book. Get your copy here.
I’ve been told that I’m a dinosaur when it comes to all things related to books and paper. I still love my printer. Shoot me.
When it comes to maintaining and accessing documents, I think it’s a good thing. (Hint: someone can steal your computer.)What files do you want to maintain as e-files? Click To Tweet
But I’ve also seen the value in maintaining e-files as well. (Hint: There’s a fire or just maybe someone steals your file cabinet.)
Today’s Lifework: You are going to create e-files for any of the documents that you want to have electronic access to. For me, I like to have my tax returns in digital form.
You can even consider putting them up on that cloud if that’s your fancy. (but be careful. Your stuff can get jacked on the cloud, too).
Here’s a quick rundown of some items for which to create password- protected e-files:
- bank and investment statements,
- estate-planning documents
- pension information,
- insurance policies,
- pay stubs,
- tax documents.
What files do you want to maintain as e-files?
Share what you’re learning from Day 12 in The Happy Finances Community.
That’s it for today’s lifework!
Also, leave a comment below with your “aha” moment or reach out to your accountability partner(s) for questions and insights.
Finally, hit me up and share your insights. I’m cheering you on.
The Happy Finances Challenge is 42 days of transforming how you “do” money and life. Get a copy of The Happy Finances Challenge book here.
The Mama Bear Principle: Mama Bears are protective of their cubs and their crew. And that’s exactly how I feel about our community. Throughout the Happy Finances Challenge, I may recommend some products and service and receive some form of compensation. However, I would NEVER suggest them unless I truly believed they were useful or helpful.