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Organizing Your Financial Records

| May 26, 2017
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"Many people struggle every time they open their mail or email. They ask themselves, "Is this important?  Do I need this?  Should I keep it?  Should I throw it away?" (Source: MFS Heritage Planning)

This week, I was introduced to a valuable resource from MFS Investments called Organizing Your Financial Records.  The attached article offers detailed suggestions about what financial records you should keep, how long to keep them, how to keep them organized and how to make sure someone has access to your records in case of an emergency.

Organizing Your Financial Records

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Past performance is not an indication or guarantee of future results.

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