Filing Systems for Personal Finance and Businesses

[Ram]

My Dad has enlisted me to get all his records. Of course I know nothing about it so I said I'd do some online research. Is there any standard or guiding principles in filing personal finance records (investments, utilities, car stuff, etc.)? And what should I do about their family business which sells high-ticket items in payments? (In this case, expensive horses). Any place I could even start for getting more info?

 

[Fidget]

Surely you must have an idea on how to file things?

 

[kirby]

Start with creating a file of his tax returns. Then his bank and brokerage accounts and 401k accounts. Then all his insurance coverages. That's a good start anyway