All too often when we need to find an important financial document we can’t remember where we put it. Keeping important documents up to date and accessible is essential. Even after you finalize your will and have decided what your financial plans are, there is one more important step to take: organizing those documents, having a routine to keep them updated, and finding a safe but also accessible place to store them. We have some ideas for an easy routine that solves this dilemma. Call us, we’re always here to help.
Where did I put it?
