Get Organized!

Discard, Storage, and Keep illustration

It’s the perfect time to organize your records. Here are some guidelines to help:


Move to storage:

Keep handy (safe deposit box or locked, fireproof filing cabinet):

This article is for informational purposes only, you should not construe any information provided as legal, tax, investment, or financial advice. No reader should make any investment decision without first consulting his or her own financial advisor and conducting his or her own research and due diligence.