The beginning of the year calls for a financial cleanup! 🧹💰 Here are some tips to help you organize your financial records and set yourself up for success in the year ahead
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LPL Financial | Financial Consultant | Retirement Planning | Life-Insurance | Endowments | Nonprofits |
Time for a Financial Cleanup: Organizing Your Financial Records
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Private Wealth Advisor at Boardwalk Financial Group LLC located in Ann Arbor, MI.
As we approach the end of the year, conducting a thorough financial cleanup is essential. Organizing your financial records not only provides clarity but also equips you to handle any unforeseen circumstances with ease.
Time for a Financial Cleanup: Organizing Your Financial Records
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Founding Partner, Vice President, Wealth Manager at Steward Partners Global Advisory
Keeping your financial records organized isn’t just about reducing clutter—it’s essential for quick access in case of a crisis or emergency. Regularly review and sort through your files, saving only the necessary documents to keep your records manageable and secure.
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