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Chart of the Day: Personal Records

list includes things such as full legal name, work history, last tax return, and important documents such as a will, trust, and deed to your home

Contents

Today’s Chart of the Day is a great checklist from MarketWatch.com. As an example, I store this information in the notes of “My Card," in Contacts on my iPhone. You can also save it in a safe deposit box at home or your bank. Our clients can also put it into a sealed envelope to store in their investment file at the bank.