Keep these 10 financial documents forever. Scan and shred the rest.
Such original documents, which may be hard or costly ... Your past returns contain your financial history — employment, ...
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Key Documents That Advisors Use for Client Plans
In a recent LinkedIn poll by chartered financial analyst Sara Grillo, 39% of 221 respondents felt the best time for clients to bring in documents is after the first meeting with a financial advisor.
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Pack these key documents in your financial go-bag—'rifling through drawers' won't work in an emergency
Natural disasters can give you little time to act, making it essential to have your most important documents collected in one place.
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How to Save Financial Documents and Information in Case of a Storm or Wildfire
You also need a plan to access your financial documents in the event your phone and computer are destroyed. If you store documents on Google Drive, you can share them with trusted friends or ...