Documents: What to Keep - What to Store - What to Shred
The financial services industry certainly produces a lot of paper! Here’s what you need to keep and when you can trash it.
Start by stacking all the paper in one big pile. Check your drawers (home and work), filing cabinets, folders, boxes, glove compartments, even your safe deposit box. Then separate the papers into these five groups:
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Keeping these records stored safely, where you and others can find them, can save you time and greatly increases the likelihood that they will not get lost.
If you need help collecting and understanding these documents, contact your financial advisor.