Organize Your Financial Records for Free

August 11, 2007

T. Rowe Price is offering a free Family Records Organizer CD on their website.  It is definitely motivated by a marketing effort to begin a conversation with you but it is free and I’m interested to check it out.  I have software to track finances but nothing to manage financial records on the computer. Here is how the software is described on the T. Rowe Price website:

* Offers a single place for you to capture important personal information about your investments, banking and credit cards, insurance, and more with the intent of passing this information along to your beneficiaries or keeping it in a safe place.

* Features a comprehensive Learning Center containing helpful videos and topic information on each of the CD’s recordkeeping categories.

* Captures the wide variety of information that is key to you and your family’s financial well-being and organizes it so that anything you may need is available at a moment’s notice.

* Allows you to be paperless if you choose. You can save your information electronically or print it out.

Ordering the Records Organizer

trowepriceThe software is not something you can download, it comes on a CD so they ask for a shipping address. When I requested mine, the confirmation page didn’t give a delivery timeframe, just that it would be mailed first class. I’ll let you know if it’s of any use once it arrives. Thanks to Beacon Financial Tips for bringing this to my attention.


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Ben Edwards, the founder of Money Smart Life, saved up enough to buy a Nintendo back when he was 12 years old. When he used the money to buy shares of Wal-Mart stock instead, he knew he wasn't like the other kids... His addiction to personal finance has paid off for his family and now he's helping you to afford the life that you want. Check him out on the web at Google Plus, Twitter and Facebook.

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