Your New Summer Project: Organizing Your Finances

Have you ever received a financial document that you just didn’t know what to do with? You can’t throw it away because, who knows, you could need it down the line at some point. So you file it away in the bin or drawer with all the other papers that meet the same vague criteria. Over time you may find yourself with an overwhelming number of different documents that you haven’t touched in years, overflowing in your finances filing cabinet. We want to help you to clean out the clutter and make sure you keep what is important.

We have an archive of numerous blog posts and articles that will allow you to quickly organize your finances. Whether it is Finding The Forgotten documents that you will need going forward, Getting Your (Personal Document) House In Order or even Finding the Right Home for Financial Documents, we have the tools to help you make the right decisions about what to hold on to and what you can get rid of.

Even with all these resources there can still be some uncertainty surrounding what you do and don’t need.

For a more personalized and in-depth look at how to organize your finances, join Igor Tiguy and Chris Cahill in our July webinar. Their presentation covers a wide breadth of topics including what you should keep in a safe deposit box and which tax forms can be kept versus thrown away. Most importantly, the event features a live Q&A where you can get your specific questions answered by a financial professional. Please join us by registering for the July webinar here.

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