Carson Wealth’s Shanna Kehoe, CFPⓇ, CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss the importance of keeping a binder of your personal information.
December 11, 2024
Importance of a Binder
Key Takeaways
- Things happen unexpectedly and family need to know where and how to access important information
- Statements to accounts or passwords for your computer or phone are just some of the things you can put in the binder.
