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Organizing Your Financial Records for the New Year: 12 Resources to Keep Your Financial Goals on Track

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Alliance for Investor Education's Best Resources to Help You Start Out the New Year in Control

WASHINGTON, D.C.//December 18, 2013//Are you up to your neck in financial statements and electronic clutter? Do you know where to find your most important financial records without turning your residence upside down? If not, organizing your financial records should be at the top of the list of your New Year's resolutions.

To help out, the nonprofit Alliance for Investor Education (AIE) is making available "Organizing your Financial Records for the New Year: 12 Resources to Keep Your Financial Goals on Track" at http://www.investoreducation.org/organizingfinances.

AIE President Don Blandin, who also serves as president of the Investment Protection Trust, said: "A New Year's resolution is an excellent opportunity to get your financial records in order. The Alliance for Investor Education wants to make sure that Americans have the best resources available to help make their finances a little more manageable. Whether you are new to investing or want to do a better job of handling your investments, getting organized is a perfect start."

AIE is a consortium of 19 leading U.S. financial-related foundations, nonprofit organizations, associations and governmental agencies.

The new "Organizing Your Financial Records for the New Year" section of the AIE Web site features the following 12 top resources for consumers:

For an overview of the rest of the best investor education resources on the Web from AIE members, go to http://www.investoreducation.org.


Founded in 1996, the Alliance for Investor Education Web site at http://www.investoreducation.org provides investors with access to a full range of information they need to make wise investment decisions. The 19-member Alliance for Investor Education is dedicated to facilitating greater understanding of investing, investments and the financial markets among current and prospective investors of all ages. We pursue initiatives for education and join with others to motivate Americans to obtain objective information and increase their knowledge and understanding of investing.

Full members of the Alliance include: American Association of Individual Investors, American Institute of Certified Public Accountants/360 Degrees of Financial Literacy, American Savings Education Council/Employee Benefit Research Institute, CFA Institute, Certified Financial Planner Board of Standards, Inc., Financial Industry Regulatory Authority, Investment Company Institute Education Foundation, Investor Protection Trust, National Endowment for Financial Education, National Futures Association, Options Industry Council, SIFMA Foundation, Securities Investor Protection Corporation, and the Society for Financial Education and Professional Development.

The U.S. Securities and Exchange Commission, U.S. Commodity Futures Trading Commission, the U.S. Federal Trade Commission's Bureau of Consumer Protection, the Board of Governors of the Federal Reserve System, and the North American Securities Administrators Association are the governmental and quasi-governmental advisors to the Alliance.

CONTACT: Alex Frank, for AIE, (703) 276-3264 or afrank@hastingsgroup.com.


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