Sunday, January 23, 2022

Organizing your financial documents can go a long way in simplifying your finances and achieving your financial goals.

 

Identify where you can safely keep and sort your most important documents such as your bank statements, insurance documents, loans records, and legal documents.

 

Store permanent records in a fireproof safe. Separate the short-term and long-term items.

 

Short-term items may include bills due, purchase receipts, and credit card statements while long-term items include income tax records and retirement investment statements.

 

Save copies of online documents and back up all your computer files on a portable storage device.

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