Once you have filed important documents in your home so that they can be easily located, it is important to go one step further by organizing all your financial assets into a system based on the following four criteria: 1. Organizing an investment based on its risks. 2. Organizing based on the liquidity of the asset, that is, how easily can I sell this investment? 3. Organizing based on timing, i.e., when will it be wise to sell this investment? 4. Organizing based on valuation, or in other words, based on a dollar value. In addition to these criteria, we have found the most successful way to get organized is based on a fifth and most critical criteria: 5. Organize based on the taxation of investments. While each individual’s situation may vary according to risk, liquidity, timing, and so on, everyone’s situation is universal when it comes to taxation. All people are subject to tax. Unlike the other criteria, taxation does not vary greatly depending on your individual situation.…