Are you nearing retirement, but wondering where all your records are or even which records you need?
If you’re like most people, finding the right documents involves a lot of searching, Googling, and hoping you’ve got the right statements and information.
Thankfully, there is an easier way.
We at Guiding Wealth created the Personal Records Organizer, a simple tool you can use to organize everything in one place.
This records organizer is great for those who are nearing retirement, as it helps you see where the holes are in your planning — and which records you need to update.