I hope you had a sweet and meaningful Pesah and that you are enjoying Spring.

With tax filing season just behind us, I thought it would be useful to think about how long to keep individual income tax records. While three years is fine for most records, there are exceptions. See our article for more information.

As you approach retirement, it is important to make sure your estate plan is up-to-date. Our article "Estate Planning Tips" explores the importance of reviewing your Will, beneficiary designations and final Letter of Instructions as well as selecting your financial advisor.

Finally, the JRB's Spring Israel Bonds Offering is currently underway. For 72 years, Israel Bonds has worked to support the economic development of the Jewish state and its people. See the article below to learn more and complete the application. The Spring Israel Bonds offering ends May 8.

If you have questions about storing your tax records, preparing for retirement, Israel Bonds or other aspects of your long-term financial plan, please contact us via email or call us at 888-JRB-FREE (572-3733).

L'Shalom,