Savings Fitness: A Guide To Your Money and Your Financial Future by U.S. Department of Labor. - HTML preview

Financial Documents and Statements

Investment-Related Documents and Statements

p Bank accounts (savings accounts, CDs)

p Mutual funds

p Brokerage accounts

p Stocks held outside of mutual funds or brokerage accounts

p Bonds held outside of mutual funds or brokerage accounts

p Partnership or other business agreements

p Other

Loan Documents, Statements, and Credit Reports

p Student Loans

p Mortgage(s)

p Car(s)

p Credit cards

p Other

p Copy of recent credit report