Spectrum Management Blog

By Spectrum Management Group | April 20, 2017

Financial Spring Cleaning: Which Documents to Save and Which Papers to Toss

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If you're engaging in a little financial spring cleaning this year, consider scanning your records and storing them electronically. Specific rules may vary depending on the asset, transaction or expense but generally, you want to make sure that your electronic records are as accurate (and legible) as your paper records and easily accessible.

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Topics: Financial Planning, Spending, behavior