New Year’s resolutions can be great motivators, but any time of year is good to get your financial paperwork in order. Managing your important documents can make your financial life easier.
Now’s the time to get your finances organized. Here are some tips to get started:
Make sure you have the right file folders and storage cabinets for important paperwork and separate your documents into three categories:
Securely get rid of anything you don’t need by shredding them. Make sure to also have a spot for quick access to paperwork in the case of an emergency. This also includes valuable family archives and photos.
Stay organized by having regular “paperwork dates” to clear out any backlog. This will help you prepare for tax season and other financial meetings. Feel free to reach out for more financial organization tips!
Keeping Your Financial Paperwork in Order
January 05, 2022