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Life Organizing Tips

Financial Document Organization

financial documents

Financial Document Organization

Your investments produce a lot of paperwork that contain critical tax and performance information. Here are some ideas to help manage all of that material. Follow these three steps to make it easier to find your investment information: Collect. Sort. Review. You’ll always know the status of your investment accounts and can be assured you can determine your gains or losses when you sell. Smead recommends using FasTab Hanging Folders to keep track of your investment records. Collect Create a filing system that allows you to quickly find information about all of your investments. In addition to monthly reports on...

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