Over time, we all collect and many save financial information that seems to just accumulate. I even saw a box in the garage that was labeled 1976 Tax Returns (OMG). I came across this article that offers guidance for what to keep and how long. Within the article, they also provide templates for documenting assets, financial advisory contact information and more. Here are the links:
Financial Ducks in a Row - the source article
Financial Stuff Organizer - templates for consolidating information
Financial Recordkeeping - a list (from article to print)
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