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
Some documents you may want to consider adding to your Vault:
Fear is understandable. People are not foolish for worrying about war, rising prices, political division or an unexpected event interrupting the retirement plan they spent decades building. Yet my nearly five decades in this business have taught me a critical lesson: Even understandable fears can drive damaging financial decisions.
