Make a sound investment in your financial future. This new-and-improved CD-ROM and 10-booklet library makes it easy to create, organize, and store your most important money-related documents. Personal audio attention, along with over 40 must-have forms and documents, provide the planning essentials. And there's guidance every step of the way, taking you through each topic with simple-to-follow instructions and tips. From Suze Orman.
This item is designed to provide accurate and authoritative information in regard to the subject matter covered. It is disseminated with the understanding that QVC and Suze Orman are not engaged in rendering legal, accounting, or other professional services. If legal advice or other professional advice, including financial, is required, the services of a competent professional person should be sought.
Over 40 forms and documents including wills, revocable trusts, advanced directives, durable power of attorney for health care, and financial power of attorney
10-booklet library includes Credit, Personal Documents, Vehicles, Insurance, Social Security, Retirement, Taxes, Investments, Estate Planning, Home Ownership
Calculators help compute key financial information
Multiple users can create their own personalized documents
Innovative case features water-resistant design that floats to the surface in the event of a flood
Case handle equipped with LED light
10 pre-labeled storage sections for easy filing and finding
Built-in storage pockets for passports, social security cards, checkbooks, extra keys, and other treasured items
Emergency contact cards to list important names and phone numbers