Independent, Fee-Only Financial Advisor

Independent, Fee-Only Financial Advisor

Wednesday, March 29, 2017

Which Documents Should You Keep & When You Can Shred Them

Jackie came across this article a while ago. It covers all the bases. If we could say it better ourselves, we would.

While you're sorting through your files, determining what stays and what goes, keep us in mind. If you'd like for us to look over any documents, scan them into our records, or shred them for you, please feel free to drop them off at our office. Just give us a call first to be sure we haven't popped out for lunch! (601.991.3158)

We're happy to help you keep your files organized.