Michael Milazzo photo

Michael A. Milazzo, CLU, ChFC

Registered Principal

 

The Meridian Financial Company

3350 Club Villas Dr SE, Unit #1303

Southport, NC 28461

 

Phone:  631-979-4223

Fax:      910-854-0002

 

Email: meridian@ae.cadaretgrant.com

Website: www.merfinco.com

November/December 2020

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


Even though safe deposit boxes are usually in banks, the FDIC does not insure the contents. You may be able to purchase insurance separate, or add the items to your homeowners insurance policy.


SUBSCRIBE

Enter your Name and Email address to get
the newsletter delivered to your inbox.

Please include name of person that directed you to my online newsletter so I can thank them personally.


CONTACT US

Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

Securities and Advisory Services offered through Cadaret, Grant & Co, Inc, a Registered Investment Advisor and Member FINRA/SIPC. The Meridian Financial Company and Cadaret, Grant & Co., Inc. are separate entities. I am registered to sell Securities in the following States: NY, NJ, PA, NC, FL, ID.
The Meridian Financial Company and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.