Ideas & Insights

Financial Spring Cleaning

April 28, 2016, No Comments by Niels A. Jepsen

Well, you've made it past tax filing deadline. What's next? As you start cleaning out closets around the house, now is a great time to do some financial spring cleaning. One of the more challenging aspects of financial planning can be simply getting organized. If you take the time annually to sift through your documents, by the time you're ready to make a financial plan, you'll be all set. We often are asked by clients, "what should I keep? What should I toss?" The table below provides some good guidelines around your financial statements. 

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