Arguably the most valuable aspect of decluttering is the psychological boost from that lifted burden of clutter. Here, we discuss what you should keep paper copies of – and for how long – versus what you can leverage digital files for, from paycheck stubs and credit card statements to investment account statements, medical bills, and income tax returns. Reviewing best practices for estate documents, ensuring your online presence is fully secure, and disposing of confidential, private documents safely are also covered.
Click here to view and download the complete Decluttering Your Financial Life Handout.
Questions and/or interested in how this applies to your financial life?
Email us here: info@afsfinancialgroup.com.
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