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Joe Diamond, CPA, CFP®, EA, MST

 

Diamond Financial Corporation

4256 North Arlington Heights Road, Suite 204

Arlington Heights, IL 60004

 

Phone: 847-884-8500 

 

Email: customerservice@diamondfinancial.com

Website: www.diamondfinancial.com

November/December 2020

Safe Deposit Box Tips

Safe Deposit Box Tips

Safe deposit boxes are one way to keep valuable documents and other items safe offsite.


Here are some items you might consider keeping in your safe deposit box:

  • Deed and title documents

  • Paper stock and bond certificates

  • Vaccination records

  • Birth and adoption certificates

  • Marriage and death certificates

  • DD-214s and other military records

  • Precious metals

  • Social Security cards


What not to keep in a safe deposit box:

  • Original copy of your will

  • Cash (no FDIC protection)

  • Advance directive and power of attorney documents

  • Drugs

  • Firearms and ammunition

  • Hazardous chemicals


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Advisory Services offered through Diamond Financial Corporation, Registered Investment Advisor. Custodial Services provided by TD Ameritrade. Member FINRA/SIPC/MSRB.
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