Whether you’re buying a home, starting your own business, or retiring, life’s major events can be a challenge.

So can finding the documents you need.

The SageVest LifeList is designed to help you organize the important paperwork and information associated with key aspects of your life. It serves as a reference list of where each document or piece of information can be found.

Recording the location of these critical papers and facts not only makes it easier for you to keep track of essential documents and data for your own purposes, but it also allows you to easily share that information with loved ones, including your estate exectutor(s), and other financial or legal professionals who may need this important information.

Click here to view and download the SageVest LifeList.

Please CONTACT US to find out more about our comprehensive and collaborative approach to investment management and financial planning.

Prepared by SageVest Wealth Management. Copyright 2014.

The information contained herein is obtained from sources believed to be reliable, but its accuracy or completeness is not guaranteed. This article is for informational purposes only. The views expressed are those of SageVest Wealth Management and should not be construed as investment advice. All expressions of opinions are subject to change and past performance is no guarantee of future results. SageVest Wealth Management does not render legal, tax, or accounting services. Accordingly, you, your attorneys and your accountants are ultimately responsible for determining the legal, tax and accounting consequences of any suggestions offered herein.

In accordance with IRS CIRCULAR 230, we inform you that any U.S. Federal tax advice contained in this communication (including attachments) is not intended or written to be used, and cannot be used by a taxpayer, for the purpose of (a) avoiding penalties under the Internal Revenue Code or that may otherwise be imposed on the taxpayer by any government taxing authority or agency, or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.

The provision of a link to any third party website does not mean that SageVest endorses that website. If you visit any website via a link provided here, you do so at your own risk and indemnify SageVest from any loss or damage incurred.