How To Declutter Your (Wait For It) Financial Papers

Jun 10, 2019

More people seem to be trying to simplify their lives by reducing the clutter in their homes and making conscious decisions about what to keep and what to discard.

But when it comes to paperwork, most of us tend to hold on to everything – receipts, credit card statements, check stubs, tax returns – typically stuffed in boxes, drawers and file cabinets. And keeping everything is almost as bad as keeping nothing when you do have to find an important receipt or document.

It's smart to keep most receipts and financial statements for a certain period of time, and to store tax-related documents for several years. And some records, such as birth certificates and wills, should be safely filed away forever. But knowing what you can throw away, and when – plus a good shredder – can make life much easier.

Joining Cincinnati Edition with tips on how to declutter and organize your financial records and other important paperwork, and how to simplify your finances, are minimalism and simplicity coach Rose Lounsbury; Bartlett Wealth Management advisor Jason Katz, CPA, CFP; and Wells Fargo financial advisor Chris DeSimio.

Listeners are reminded the information provided on the show is general in nature and may not apply to your personal investment situation.

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