Getting It All Together for Retirement
Where is everything? Time to organize and centralize your documents.
Provided by Eddy H. Shum, CFP®, PFS, MBA, CLU, RFC®
Before retirement begins, gather what you need. Put as much documentation as you can in one place, for you and those you love. It could be a password-protected online vault; it could be a file cabinet; it could be a file folder. Regardless of what it is, by centralizing the location of important papers you are saving yourself from disorganization and headaches in the future.