
Which Financial Documents Should You Keep On File?
Provided by Diane L. Young, President You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial "filing system," you may have a tough time keeping tabs on your financial life. Organization will help you, your advisors ... and even your heirs. If you've got a meeting scheduled with an accountant, financial consultant, mortg