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  • sensitive documents

    How do you all store your sensitive documents (tax returns, bank statements, documents with your SSN on it)? Any one keep a safe or other fire protected document box? How about a bank locker?

  • #2
    In the computer. Who needs actual paper these days?

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    • #3
      I keep things like passports, SS cards, birth certificates, etc in a fireproof document bag.

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      • #4
        On the computer. All of your sensitive information is most likely already out there.

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        • #5
          On Instagram

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          • #6
            I have a fireproof safe for the guns and SS cards. We shred almost anything than I can get online.

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            • #7
              evernote/dropbox combo
              physical safe for passports, birth certs, SS cards etc.

              my rule is i'm keeping the paper it has to be absolutely required to be on paper (e.g. medical license).

              otherwise it is getting scanned, uploaded, and recycled.

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              • #8
                fireproof locked filing cabinets

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                • #9
                  Originally posted by Bev View Post
                  fireproof locked filing cabinets
                  I assume you mean “safe” not “filing cabinets”. Just be aware that “fireproof” means “fire resistant”. There are no true fireproof safes on the market, afaik.
                  Our passion is protecting clients and others from predatory and ignorant advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

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