Some documents you may want to consider adding to your Vault:
- Drivers Licenses
- Passports
- Birth Certificate
- Social Security Info
- Wills
- Trusts
- Medical Directives
- Power of Attorney
- Titles to Homes, Auto, Boats, etc.
- Tax Returns
Latest Commentary
The SECURE Act 2.0 Proposes Several Changes to How Americans Save for RetirementMarch 17, 2023 - 1:20 pmThe SECURE 2.0 Act aims to expand retirement savings options for Americans. It includes provisions such as increasing the age for required minimum distributions, allowing long-term, part-time employees to participate in 401(k) plans, and creating a new type of retirement account known as a “pooled employer plan,” which would allow small businesses to join together […]
