What Documents Do I Need To Keep On File?

In today's episode Nicholas Olesen, CFP®, CPWA® walks through one section of the Financial Pillars of Success, Financial Organization, by answering the question, "what documents do I need to keep on file?"

Just last week this question came up while we started working with a new client and we felt it would be great to share here. Many of us know some of the basics, like keeping tax returns for 7 years, but as you will hear, that isn't always the case and there are three other types of documents you should keep on file.

You can find the flowchart mentioned throughout and a transcript of today’s show here: https://www.kathmere.com/blog

Please send us feedback and any topic or questions you would like us to cover.  Email us at: [email protected]