A few weeks ago, we cleaned out and reorganized our bedroom closet and our garage. The annual spring ritual leaves us feeling better and a few dollars richer as we gave away some clothes, shoes and coats and sold some bigger items online. Now our attention is turning...
financial records
What You Think You Know
For the past few years, I have been taking care of my mom. In July of 2017, she fell and broke her hip and was in rehabilitation for two months. Then about six months later, our family noticed her memory was slipping. In December of 2018, she was diagnosed with lung...
How Long Should We Keep Financial Records?
With tax season behind us, a viewer asks, “How long should I keep my tax records?” Well, for that matter, let’s ask our Moneyman – Paul Fain, president of Asset Planning Corporation - how long should we keep all of our financial records? PAUL, LET’S START WITH TAX...
Sunday Money: Get Organized!
The start of a New Year is a great opportunity to do some financial housekeeping! Which documents and records should you keep and which ones can you throw away? WHAT IS THE STARTING POINT FOR KEEPING GOOD FINANCIAL RECORDS? Develop a filing system. Set up a file for:...