Retirement Quick Tips with Ashley

Financial Organization Checklist - Recap & Highlights - Ep. 84


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It’s Sunday, which means...It’s recap time!

This week’s tips were aimed at helping you better organize your financial life.

If you didn’t catch all of the episodes this week, here’s what we covered:

  • An overview of how to start the process of organizing your financial life
  • Why a personal financial inventory is the easiest and quickest way to boost your financial organization prowess.
  • What to keep and what to shred (and what you should keep forever)
  • And...How to keep your financial documents organized and secure

If you missed any of these episodes, you can find them on iTunes by searching for the “One Minute Retirement Tip with Ashley”.

That’s it for this week! Thanks for listening.

I can’t wait to hang out with you again tomorrow morning, where we’re going to start a brand new theme: The core principles to abide by if you want to be a successful investor for the long-term. The habits, behaviors, and attitudes of the most successful investors can teach you something about how to reach and maintain a financially secure retirement.

My name is Ashley Micciche and this is the “One Minute Retirement Tip”.

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>>> Check out our blog: https://truenorthretirementadvisors.com/blog/

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Tags: retirement, investing, money, finance, organizing financial documents, financial management, document management, go paperless, financial organizer, what to do with old statements, how long to keep records, how long do you keep bank statements, how long to keep investment statements, how long should I keep tax returns, financial inventory, personal financial inventory spreadsheet

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Retirement Quick Tips with AshleyBy Ashley Micciche

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