Important Document Checklist: What to Save and what to Toss

Tax season is behind us and you probably received a large pile of documents. What do you do with them? Where do you store them and for how long? Well, here is a short guide that tells you exactly that as well as what to do with all your other important financial documents. 

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Keeping these records safe, where you and others can find them, can save you time and greatly increases the likelihood they will not get lost. If you need help collecting and understanding these documents, just let us know. 

Remember, if you are a client of Phillip James your online portal (Blueleaf) is an excellent place to securely store copies of these documents. If you're not sure how to do that reach out to your financial advisor. We'll be happy to walk you through it.