Financial Spring Cleaning: Which Documents to Save and Which Papers to Toss

8 May

If you’re engaging in a little financial spring cleaning this year, consider scanning your records and storing them electronically. Specific rules may vary depending on the asset, transaction or expense but generally, you want to make sure that your electronic records are as accurate (and legible) as your paper records and easily accessible.

From tax documents to employee benefits, here are some tips on what documents to toss or save. More >>

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