Student Loan Forgiveness


     These are the highlights of a very good article written by Adam Minsky for the February 2018 edition of the Journal of Financial Planning.

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.

Tis the Season

It is that time of year again! Time to get your information together to file your 2013 income tax return and to pull all those receipts for deductible expenses out of the shoe box (or put them in the shoebox for your tax professional to have fun with).

What to Keep and What to Toss

I would like to continue the theme that I started last week with “Valuing Your Valuables” of getting our financial homes in order. This week I will discuss which documents should be kept and for how long. From time to time, it is a good idea to review your financial record-keeping method and refine it. Chances are good that it’s time to purge some of your old records.

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