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Resources : Financial Worksheets

May 21, 2018 by Jolyn : 55+ Housing Navigator

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If you want to keeping things organized for yourself or as a caregiver then Edmonton financial worksheets is about keeping details for you. You and your family deserve to be organized.

You can use Edmonton Financial Worksheets as the start of creating a binder of important papers and details. You can add the pages to a binder, a doutang, place the papers in a file folder thus having it all at your finger tips. The fact that you’ve done the work will give you peace of mind!

Simply enter your email address below, confirm your email, then your first email will have direct download links to the three Edmonton Financial Worksheets…

Edmonton-financial-worksheets

You will get three documents to assist you:

1. Financial Worksheets : Documents – list of locations for important financial documents

2. Financial Worksheets : Locations – contact information for your financial institutions

3. Financial Worksheets : Accounts – list of account numbers for banks and investments

You can print them, make a copy for each in the house and print as many as you need.

 

Using these documents for yourself? Let your family members know where you will be keeping these important documents.

Are these worksheets for your aging parents? Fill them in together and plan to keep a copy in their home and a copy in your home for future needs.

Why do you need these documents? In a time of stress, sometimes you need quick access to these papers and details. Being organized will make it easier for you and your loved ones to address any issues that come up.



You’ll be the first ones to recieve our next set of worksheets! In no time you’ll have a complete set and binder of everything you need.

Find  more resources for yourself or your aging parent in our Resource Library.

E55 Asks : Share in the comments how you are using these worksheets? Are they helpful?

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Filed Under: Resources for Aging Well Tagged With: aging resources, caregiver resources, financial planning, worksheet

About Jolyn : 55+ Housing Navigator

Jolyn is passionate about educating you plan to age in place or make a move to a better home to maintain your safety and independence. Aging in place doesn't magically happen, but with careful planning you can successfully age well where you live! email Jolyn

Additional reading…

move your laundry room to age in place

Moving your Laundry Room

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2021 New Senior Residences

Carriage Home for aging well

Considering a Carriage Home?

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To assist with all housing decisions, Jolyn Hall is a licensed real estate agent with Schmidt Realty Group Inc.

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