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Chart of the Day: Personal Records

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Jun 13, 2023
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.
Chart of the Day

About the Author

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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