This time of year, we tend to field lots of questions about what records need to be maintained, and what can be pitched. Here is a great article from the Wall Street Journal that addresses this topic:
https://link.edgepilot.com/s/5bbaf06d/_S_UYcXo6kO7kqKP1-GKew?u=https://ritterdaniher2.advisorproducts.com/images/files/Declutter the Filing Cabinet.pdf
Please remember that our office has three locked shred boxes, and we are happy for you to drop off any items that need to be shredded. Just let us know you are coming so we can give you a hand.
Have a great weekend!
Declutter the Filing Cabinet
