To master your financial universe, you need to develop the habit of organizing your financial documents. In doing so, you'll have easy access to all the information you need to assess, plan, and manage your money both today and for many years to come. To that end, here is a list of financial documents that you should have neatly organized and at your disposal:

  • List of Financial Related Web Addresses, IDs, and Passwords
  • Cash Flow Statement
  • Net Worth Statement
  • Auto Insurance
  • Auto Ownership Documents
  • Bank Account Statements
  • Business Agreements
  • Business Owernship Documents
  • College Funding
  • Credentials (diplomas, certifications, etc.)
  • Credit Card Statements
  • Credit Reports
  • Dental Insurance
  • Disability Insurance
  • Employee Benefits Statements
  • Employment Documents
  • Estate Plan Documents
  • Health Insurance
  • Homeowners/Renters Insurance
  • Income Taxes - Business
  • Income Taxes - Personal
  • Investment Account Statements
  • Life Insurance
  • Loan Statements
  • Long-term Care Insurance
  • Pension Plan Documents
  • Personal Identification Documents
  • Personal Liability Insurance
  • Pet Insurance
  • Real Estate Ownership Documents
  • Vision Insurance
  • Warranties