Columbus

Tax Documents: What to Shred, and What to Keep

I know that tax season is behind us and thankfully so! However, I came across this article about which documents should be kept and for how long and which ones should be shredded. I wrote a blog a few years ago on this subject, but I thought would be a good time to revisit the topic.

Still Financial Clutter in the Digital Age

 

I found a good and rather timely article in USA TODAY from The Arizona Republic about what to do with some of the dated financial documents that a lot of folks hold on to. It also has some good tips about how to store electronic data.

Syndicate content
Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved