Documents You Should Have In Your Financial Caboodle Finale

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I hope you enjoyed our guest blogger LaCosta Gaston. She Blogged about several documents that you need to have and why you need to have them. They were a Will, a Living Will, a Power of Attorney and Life Insurance. If you missed her post, you can check it out here.  If you get a moment  be sure to check out her blog The Journey of Being a Wife. I would like to thank LaCosta for filling in for me while I was on a much needed vacation.

Now that I am back, we will wrap up our Glam How, Financialista series on the documents you need to have in your financial caboodle. If you need a recap, you can catch up here with parts I and II.

For our final installment we will cover the final documents you need in your financial caboodle.

Category 6: Insurance

  • Property Insurance
  • Rental Insurance
  • Auto Insurance
  • Life Insurance
  • Other

Category 7: Medical

  • Health Insurance ID Card(s)
  • Record of Immunizations/Allergies
  • List of Necessary Medications
  • Disabilities Documentation
  • Living Will
  • Dental Records/Child Identification Cards/DNA records
  • Other

Category 8: Military

  • Current Military ID
  • Military Discharge DD214
  • Other

Category 9: Other Financial/Legal Documentation

This category is reserved for documents that won’t fit into any other categories. I keep things like our performance reviews from our jobs, my college transcript and my children’s transcripts. Just documents that at some point we may need.

Once you have all of these documents together, make sure to make a copy of the entire packet. Also, check for the fine print that is located on the back of some of these documents and make sure to copy it too. You don’t want to miss anything important in that fine print.

Now that we have come to the end of another Financialista Glam How series, I want to hear your thoughts. What documents on this checklist do you need to add to your financial caboodle?

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2 comments on Documents You Should Have In Your Financial Caboodle Finale

  1. La Costa Gaston
    September 25, 2015 at 8:23 pm (2 years ago)

    You are more than welcome and thank you so much for the opportunity. I love you site and your posts. They are very helpful and continue to do what you are doing! 😉

    Reply
    • tracie45
      September 26, 2015 at 7:11 pm (2 years ago)

      I am sure I will be having you as a guest on many more occasions! Thank you for your kind words!

      Reply

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