Which Financial Documents Should You Retain?
… and for how long?
You might be surprised how many people have poorly organized financial documents. If your financial “filing system,” is scattered or inconsistent you may have a tough time keeping tabs on your financial life. Take an hour or two to put things in good order, or ask us how to access and scan documents to our encrypted vault on the firm’s aggregation platform. If nothing else, do it for your heirs. When you pass, they will be contending with emotions and won’t want to search through your house for this-or-that piece of paper.
Organization will help you, your advisors...... Read more