The book is the tactic that outlives the tab

A written household ledger is the tactic that makes goal orientation, compounding, and defaults usable. IRS Publication 552: good records identify income, expenses, and basis, and help a survivor. IRS Publication 551: keep basis until the limitations period expires. Weltee Personal is that book: holdings, liabilities, tax, documents, and the LP line that moves when Capital publishes. The assistant explains the numbers already on the seat. You decide.