Excerpt from U.S. News & World Report, published April 25, 2019
Keep Good Records
Maintaining clean, organized records will make your financial planner's life easier, says Eric Walters, founder and president of SilverCrest Wealth Planning in Denver. "This helps the advisor have access to the information they need to understand your situation and provide you with good advice," he says. Keep records of previous years' tax returns, annual investment account statements, estate-planning documents, insurance policies and passwords (for an executor or power of attorney).