On a March 21, 2016, Consumer Reports posted a helpful article titled “How Long to Keep Tax Records and Other Documents.” It was also interesting how the article pointed out why it is important to have your documents organized.
While this is not the only information available, it is a good start. For additional guidance, please discuss your questions or concerns with your personal legal counsel and/or tax professional.
Click here to read the entire article.
With an insurance background, along with additional training as a Financial Organizing Consultant, I am able to help you organize your papers, documents and records. It can be overwhelming to create the order you crave. I can help. Let’s simply start the conversation by either calling or emailing me to learn more.