Organizing Your Financial Records

Provided by Mary Grace Musuneggi, CLU, ChFC, CFS, RFC

Somewhere between the paper squirrel, who saves everything “just in case,” and the purger, who tosses everything in the trash, is the organized person for whom keeping records is no big deal. Becoming that organized person is not simple, but taking the steps necessary to get your financial records under control is a task with many rewards – first and foremost, a good night’s sleep. 

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