Getting Organized

In the coming days I will be reviewing the following financial organizers:

I would love to hear if one of these is your favorite. Or what your experience is with on-line tools. I know there are plenty out there.

Quicken and other bill pay services are great for getting organized from a bill paying perspective. Lots of folks like them. I also see sometimes that the details trip people up or the systems make it difficult to share information even with a spouse.

So bill pay from an electronic perspective is personal. I am more concerned with these programs I am about to review as tools to stay organized and have information available. Whether that be to take with you in an emergency or for others to access if they need to know where the household stands financially.
Stand by and we will see which ones make the most sense for you.

Christine D. Moriarity, CFP