Protect Important Documents

Getting It All Together for Retirement

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.

Keeping Important Documents Safe

Keeping Important Documents Safe

After reading about another fire in a neighborhood, I decided to do some research on the best way to keep important documents safe—in a safe-deposit box in a bank, a fire-proof safe at home, or both. I found varying opinions in my research online, and will share my summary with you.

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