Thursday, March 1, 2012

Use Tax Season to Organize for the Future

Tax season is the perfect time to stash all your financial records, making future financial matters much easier. But what records do you keep? Many people are confused about what records they need to keep and for how long. They hold onto tax returns, bank records, brokerage statements and other financial information simply because they don’t know if they’ll need it again.

“Most people are going through their records to get ready to file their return,” says financial planner Rick

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