T. Rowe Price Offers Free Interactive 'Family Records Organizer'
New CD-ROM provides unique, secure and comprehensive tool to easily store
BALTIMORE, April 18 /PRNewswire-FirstCall/ -- As part of its long-standing commitment to providing investors with world-class service and education, T. Rowe Price is now offering a free CD-ROM that provides a simple, secure tool to easily organize financial and other critical personal information. The unique, interactive "Family Records Organizer" CD-ROM offers a single place where individuals can safely store and update key personal data, providing an overall picture of their financial situation, facilitating conversations within families, and easing burdens on those who end up managing their affairs or estate. Many people have dozens of financial records, and keeping track of them can be difficult. This easy-to-use organizer helps to solve that challenge and provide heirs with what they will need to know. Among its features: -- The organizer is comprehensive, covering investments, credit cards, sources of income, insurance, loans, property holdings, medical information, and estate and funeral planning. -- It is interactive. Once the names of contacts are entered in one section of the program, they are stored in an address book and can be automatically summoned as needed in other sections. -- It is secure. Users need both the CD-ROM and a password to access personal information. -- It is educational. The organizer's Learning Center offers videos in which T. Rowe Price financial planners discuss key issues, as well as more than 40 text answers to a wide variety of questions - from the differences between Roth and Traditional IRAs to defining a health care power of attorney to a checklist for assessing funeral services and costs. There's also a "Help me!" function every step of the way. -- It can be customized. Print-outs of data can include all of it or exclude certain sensitive information, such as account balances or beneficiary designations. -- It is flexible. The program can be used in its entirety or just in parts. Data can be updated as needed, and there is even a "fast track" function enabling users to quickly enter just their most essential data. The program also includes places for adding extensive notes and even such miscellaneous contacts as phone and cable providers. "The Family Records Organizer" CD-ROM "is a great tool for consolidating financial information, and it can be of tremendous value to the people who care about you most," says Christine Fahlund, senior financial planner at T. Rowe Price. The organizer could be particularly useful in an emergency, and it also could help with sometimes difficult but essential conversations across generations about financial and estate matters. "Even for a simple estate, there's usually a lot of data to manage, without even including dollars-and- cents figures," Ms. Fahlund says. "Sometimes, I fear we don't realize how much we're asking of our family members when we name them to manage our financial affairs. The least we can do is make the job less onerous for them." The free CD-ROM is compatible with PCs (but not Macs) and can be ordered at troweprice.com/getorganized, by calling 1-800-538-2706 or by visiting a T. Rowe Price Investor Center. Founded in 1937, Baltimore-based T. Rowe Price (Nasdaq: TROW) is a global investment management firm with $334.7 billion in assets under management as of December 31, 2006. The firm provides a broad array of mutual funds, sub- advisory services, and separate account management for individual and institutional investors, financial intermediaries, and retirement plans. T. Rowe Price's disciplined, risk-aware investment approach focuses on diversification, style consistency, and fundamental research.
SOURCE T. Rowe Price Group, Inc.
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