What Documents Should I Keep on File?
Not sure what paperwork to hold on to—and what can safely be tossed? From taxes and healthcare to legal and financial documents, knowing what to keep can save time and stress down the line.

This checklist helps you get organized and stay prepared.

You’ll find guidance on:

• Tax returns and transaction records

• Medicare and health savings documentation

• Wills, trusts, citizenship and military records

• Investment, retirement, loan, and title paperwork

• Insurance policies, employment contracts, and professional certifications

With this guide, your important documents stay right where they need to be—organized, accessible, and working for you.