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The Best Items to Help You Organize Your Finances and Important Documents

The Best Items to Help You Organize Your Finances and Important Documents

January 01, 2024

The first step to improving your finances is to get organized.

These top Amazon finds can help you create a monthly budget, plan your spending, and safely store your important insurance or personal documents for easy access when you’re at home or on the go.


On your desk

It’s important to sit down and budget, and your desk is the best place to do so. You can focus more comfortably from an office space. Find a safe and secure place for the items below in a desk drawer or, at the very least, away from any windows.  

Simple Houseware Mesh Desk Organizer with Sliding Drawer

Use this desktop organizer for bills and any other important papers that need immediate attention or follow up. Keep your pens, postal stamps, and sticky notes in the conveniently attached drawer.

Clever Fox Budget Book

Plan your daily, weekly, and monthly finances with this cute and easy-to-use budget book! There are a few pages of stickers to make things a bit more exciting.

Fireproof Waterproof Document Bag

When disaster strikes unexpectedly, don’t let your documents fall victim to it. Instead, you can protect your passports, medical receipts, and other hard-to-replace personal information with this fireproof and waterproof document bag. Plus, it has a lock to keep it from being opened by the wrong hands.

In your car or purse

Financial safety and planning doesn’t take a break once you leave the comfort of your home. Put the items below in a secure place in your car or purse for help on the go. 

Car Registration and Insurance Holder

It’s already anxiety-inducing to be pulled over or get into an accident, so keep your insurance and car registration handy in this sleek organizer you can put in a glovebox or center console for easy access in an emergency.

Aippdo Budget Binder with Cash Envelopes and Expense Budget Sheets

When you’re out and about shopping, it can be easy to overspend what you’ve budgeted for. So, put this discrete cash binder in your purse to help you see how much you have left to spend for the week or month in a particular category, such as groceries or coffee.

Diversion Safe Box

Disguise your emergency cash or credit cards in these inconspicuous tissue and gum safes. Be sure not to keep too much in these, as they could be accidentally thrown away by someone else in the car. Keep just enough cash so you can purchase gas or food in a pinch.

Try these helpful and inexpensive Amazon products so you can be more proactive with your finances!


Important Disclosures

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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