Your Next Money Move
Your Next Money Move
Derek Lawson PhD, CFP® and Trent Porter CPA, CFP®
How to Organize Your Financial Documents and Paperwork
14 minutes Posted Dec 11, 2023 at 12:00 pm.
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Show notes

Paperwork may not be everyone's favorite topic, but when it comes to your personal finances, keeping organized records is an important piece of your financial health. Receipts, tax returns, estate documents… and more… Listen to figure out what needs to be kept, for how long, and the best way to stay organized. 

 

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