Organize Your Financial Life This Summer

This month we look into how to organize your finance records and cash flows, as well recovering important documents and unclaimed accounts. We dive into essential records: What are they, how long should they be kept, and where? We walk you through recovering vital records such as birth certificates, marriage or divorce certificates, death certificates, and more. And we also discuss how you can use mobile apps to control and budget your cash flows.

To watch or sign up for more Twelve Points webinars, click here.