Your Retirement Playbook

Your Retirement Playbook


How Long Do I Need To Keep Documents, And Why? Who Needs To Have Access To Them?

September 03, 2021

Estate planning documents aren't like tax returns; you don't need a history unless you need a history! Knowing why your documents say what they do can help a court or a family member when clarification is needed. Check out Consider This Program as we discuss eliminating old records.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com