Our featured article this quarter talks about what we are seeing in the bond market today.
This Personal Document Locator is simply a detailed list of where you store your important records and papers and who your primary advisors and contacts are. This list will assist your loved ones in the event of your death or disability. Keep this list at home along with your other important documents, and make sure a trusted family member knows where it is, or provide a copy to the family member, your executor, and/or your attorney.
Want a simple 2 page docuement to reference for 2023 tax questions? Download our Key Numbers 2023