I’ve mentioned this template in the past – a group of forms that can be used to gather all of your financial information into one place. This is very important to have available for your family in the event of your untimely passing, as well as to serve as a place that you can store all of the account numbers, access codes, professional contact information and the like that is important to have on hand.
The zip file is a series of 8 word documents that you can customize to your needs. You’ll need to have an “unzip” utility available so that you can access the files – there are many unzip utilities available on the internet, as well as some built in to your operating system, depending on which type of system you use.
Let me know if you have any questions – and let me know if you’ve come up with some especially good ideas for implementing the FSO.
Financial Stuff Organizer <= just click the link to get the file!
Sterling Raskie, MSFS, CFP®, ChFC®
The latest in our Owner’s Manual series, A 401(k) Owner’s Manual, was published in January 2020 and is available on 
A Medicare Owner’s Manual, is updated with 2020 facts and figures. This manual is available on 
Social Security for the Suddenly Single can be found on Amazon at 
Sterling’s first book, Lose Weight Save Money, can be 
An IRA Owner’s Manual, 2nd Edition is available for purchase on Amazon. Click the link to choose the 
Jim’s book – A Social Security Owner’s Manual, is now available on Amazon. Click this link for the 
And if you’ve come here to learn about queuing waterfowl, I apologize for the confusion. You may want to discuss your question with Lester, my loyal watchduck and self-proclaimed “advisor’s advisor”.