I do not have my retirement accounts or any other account at T. Row Price but I have taken advantage of their generous offer to send out a Family Records Organizer CD-Rom.
It can be used with a PC or a Mac. Basically, it is a great tool to organize your financial and medical records in one place. It also lets you store online user names and passwords so that if anything were to happen to you your family members could access your accounts.
This tool is not a replacement for a will or anything of that sort but I have found it to be useful.
Click on the link and order one for yourself if you are interested.
Friday, June 20, 2008
T. Rowe Price Familiy Organizer Offer
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