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Keeping Documents Safe

Keeping Documents Safe

Safeguarding Your Financial Information and Identity

Keeping Documents Safe

Protecting financial information from identity thieves is important, but keeping important documents safe from fire or other hazards is just as important. There are several steps you can take: One is to keep important documents like wills, insurance policies, tax records, etc., in a safe deposit box at your bank. Or consider purchasing a water-proof and heat-resistant safe to keep in your home.

Another option is to maintain electronic copies of all important documents. Some documents are already in electronic format; if not, request electronic copies of bank statements, financial statements, etc. Then consider scanning paper documents and backing those files up online or on a separate drive that is kept at a location other than your home.

Don't let a natural disaster destroy important financial and legal documents.

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