What documents should I keep on file?

There is a trend towards minimalism and eliminating the items in our life that don't bring us joy....And although tax documents, health records, and the like may not bring you joy to keeping key documents will make life easier for tax filings, retirement and estate planning, and other important meetings and events.

In this checklist, we cover the documents that are essential to keep. Hopefully this allows to let some papers go. Remember to shred your documents.

Download the checklist below!
what-documents-do-i-need-to-keep-on-file-2021.pdf
File Size: 115 kb
File Type: pdf
Download File

What Next?

If you have some lingering questions after reviewing the checklist, feel free to schedule a call or come in for a review. You can use the links below.