Cash Flow; current, improved and projected
Investment Documents; records of accounts and details
Debt; documents, strategy for reduction/tax-efficiency
Net Worth; records, measure
Estate; documents, beneficiaries, executed in writing
Tax; records, balances, checklist
Risk Management and Insurance; records of agreements and policies
Procrastination makes easy things hard, hard things harder. — Mason Cooly
Procrastination makes easy things hard, hard things harder.
— Mason Cooly
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