The familiar refrain of: “I’ll get to it before I die,” can often be applied to our personal record keeping. We all know it is important, it can simplify things in the future, yet it is almost never a top priority.
On a recent trip to Disney World, I came across a very special box that was titled the Ultimate Financial File. It was appropriately located between Fantasy Land and Tomorrow Land. Unfortunately, I did not have time to view its contents. However, the discovery of the box inspired me to create a list of the documents that should be included in the Ultimate Financial File.