Create a DIY “Ultimate Protection Portfolio”

By Kevin Purdy on March 27, 2008 at 1:20 AM

Inspired by a relative’s spending of nearly $70 on Suze Orman’s “Ultimate Protection Porftfolio,” J.D. at the Get Rich Slowly blog compiled a lower-cost DIY version that accomplishes the same goal: serving as a base-level, must-do box to ensure financial health and long-term security. Among the items he suggests keeping inside:

  • A standard expanding/accordian file
  • Will and trust forms/primers
  • Emergency information sheets, such as those available free on the net.


Hit the link below for the full list. Think a “Personal Protection Portfolio” needs more than just the basics? Got your own fire-proof file set up? Share your advice and help our readers compile a better box in the comments.

Suze Orman’s Ultimate Protection Portfolio (and a Do-It-Yourself Alternative) [Get Rich Slowly]

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