Your Next Money Move

How to Organize Your Financial Documents and Paperwork


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Paperwork may not be everyone's favorite topic, but when it comes to your personal finances, keeping organized records is an important piece of your financial health. Receipts, tax returns, estate documents… and more… Listen to figure out what needs to be kept, for how long, and the best way to stay organized.

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Your Next Money MoveBy Derek Lawson PhD, CFP® and Trent Porter CPA, CFP®