At Allos Investment Advisors, we often hear from clients who are unsure about what financial documents they should retain. Maintaining organized records is a key part of smart financial planning, as many documents are essential for tax preparation, legal compliance, healthcare decisions, and effective wealth management.
An important element of a successful financial plan is your estate plan.
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One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say financial problems are one of the top reasons marriages fail.1,2
If you've noticed your morning brew getting pricier lately, you're not imagining things. Coffee prices have surged to their highest levels since 1977.(1)
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