A Worksheet for a Popular New Year’s Resolution

Disorganized papers

​​Experts with University of Tennessee Extension recommend you also take time annually to properly organize your important financial papers. Photo courtesy UTIA.

Did you resolve to be more organized in 2016?  To take better control of your file cabinets and financial records?  While you are collecting your records for your 2015 Federal income tax return, experts with University of Tennessee Extension recommend you also take time to organize your important financial papers.

A worksheet of which papers to collect was developed by Dena Wise and Ann Berry, both on the faculty of the UT Department of Family and Consumer Sciences. The document includes spaces for listing emergency contacts, banking and investment information, insurance records, and other useful information such as powers of attorney or executors of wills. Wise and Berry say not everyone will have an entry for every category on the checklist, but developing the list can help you keep up with your important papers as well as serve as a valuable resource in case of an emergency or extended illness.

The worksheet is available online at no cost at the UT Extension publications website: extension.tennessee.edu/publications. Simply input the publication number W223 or the title “Household Records Worksheet” into the search engine.

More information about personal financial management and family economics is also available at your local county UT Extension Office or online at the UT Family and Consumer Sciences webpage: ag.tennessee.edu/fcs

Through its mission of research, teaching and extension, the University of Tennessee Institute of Agriculture touches lives and provides Real. Life. Solutions. 



Dr. Dena Wise, 865-974-8198, or

Dr. Ann Berry, 865-974-8198, or