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financial planningInvestment Documents
#RI-69a83eb3·about 2 months ago·
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Lookback: When selling or retiring

Save original cost basis info for brokerage and company stock

Not having original cost basis info caused financial issues

What I wish I knew
"Original cost basis info is crucial for tax purposes"
If I could tell you one thing
"Save all investment documents to avoid future regrets"
0
8/10
Clear regret.
The downsides outweighed what was gained.
SettledMixedSevere

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financial planning Category
10
financial planning decisions logged. Avg regret 3.7/10 across the category.
Same Outcome Band
10%
of financial planning decisions land in the severe band the same as this one.