Dec 31, 2018
Happy New Years Eve! As we embark on a brand new year, I want to share with you some tips on getting your financial life organized. Only the most type A among us have everything all in order, so I’m sharing with you some tips, and quick and easy ways to get your financial life organized.
If you died today, how messy would it be for your spouse, your kids, or your executor to sort through your financial life? If this question makes you cringe a little, then this week’s tips are for you!
Each day this week I’m going to share with you tips on how you can organize, store, and take inventory of your financial documents. I’m going to give you some quick wins and answer some commonly asked questions - like what you should do with that IRA statement you’re still holding on to from 5 years ago, and the one thing you can do today, which will have the biggest impact on helping you get organized.
Before you go, please leave a review and comment in Alexa or iTunes. Your feedback means a lot to me. Also, if there’s a retirement topic you want me to cover, let me know in the comments as well.
That’s it for today, thanks for listening! I can’t wait to hang out with you again tomorrow where I’m going to share with you the one, easy thing you can do today that will give you a quick win on getting your financial life organized.
My name is Ashley Micciche...and this is the One Minute Retirement Tip.
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Tags: retirement, investing, money, finance, organizing financial documents, financial management, document management, go paperless, financial organizer, what to do with old statements, how long to keep records, how long do you keep bank statements, how long to keep investment statements, how long should I keep tax returns, financial inventory, personal financial inventory spreadsheet