Gather Financial Documents for Safekeeping

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What should I do with financial documents?

Gather Financial Documents for Safekeeping

Set aside time to compile the following items on all family members: birth certificates, social security cards, marriage license, divorce papers, and dates of any military service. Keep a detailed list of insurance identification numbers and contact information. Also prepare a list of each of your financial advisers and any accounts you have at financial institutions, such as your checking, savings, brokerage, and mutual-fund accounts, as well as the names of any employers from whom you expect to collect a pension. Store these papers in a fireproof safe or a locked filing cabinet. It is also advisable to keep copies in a safety-deposit box

   

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