Still working on your spring cleaning? Trying to get your financial documents in order? Clients often ask for guidance when trying to get organized, and I recently came across a good article from Morningstar on the subject. Christine Benz, Morningstar’s director of personal finance, offers useful tips that should help, including a detailed list of what to do with specific documents. Be sure to click through to the “Save, Shred, or Recycle?” checklist. Good luck!
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