If something unexpected happened tomorrow, would you or your loved ones know exactly where to find your important documents?

Think about:

Birth certificates, passports, and IDs

Insurance policies

Bank account details and financial records

Wills, trusts, or medical directives

Too often, these papers are scattered in drawers, files, or forgotten folders. Having them organized and accessible can save stress, time, and confusion when it matters most.

Take a moment to create a safe, central spot for your documents — whether that’s a fireproof box, a digital vault, or both. It’s a simple step toward protecting your family and your peace of mind.

Need guidance on what should go in your “important documents” folder? Reach out and let’s get you organized.

#savingforyourfuture #iamwsb #financialliteracy