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Archive for April, 2018

Save or Shred? Follow These Recordkeeping Guidelines

Posted on April 17th, 2018 by Shari Elias

Are you a recordkeeping pack rat? Many individuals and businesses hold onto paper and digital records indefinitely — just in case. But securely storing years of financial records can become burdensome. Here’s some guidance to help minimize recordkeeping overload. Personal Tax Records Most tax advisors recommend that you hold onto copies of your finished tax […]