Wouldn't it make life simpler if your important financial information and accounts were organized in one safe place?
Most of us have what feels like dozens of financial accounts and records to keep track of, such as retirement plan accounts, bank accounts, investments, debts, mortgages, and more. Even for a simple estate there is a lot of information to manage. T. Rowe Price has developed a tool called the Family Records Organizer CD-ROM to help you with these organizational challenges. This unique, interactive CD-ROM provides you with an easy way to gather all your family's records in one safe place, including primary contacts.
The Family Records Organizer CD-ROM:
- 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 your 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.
System Requirements
Windows
- Intel Pentium® III 500MHz or faster processor (or equivalent) w/128MB of RAM
- Microsoft Windows Vista, XP, or 2000
Macintosh
- PowerPC® G3 500MHz or faster w/128MB of RAM and Mac OS X v.10.2.8 or later
- Intel Core™ Duo 1.8GHz or faster w/128MB of RAM and Mac OS X v.10.4.x or later
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