April 15 is Coming …. Do You Know What Paperwork You Need?
This time of year always reminds me of the old public service announcement that would come on our televisions after the evening news:
“It’s 10:00 PM … do you know where your children are?”
Here’s a new take on the old classic:
April 15 is coming … do you know where all your important tax papers are??
If your file box is overflowing, it’s time to reassess what records you should keep, and what records you should throw away.
Bodnar Financial has a “cheat sheet” that can help you determine exactly that!
Sign up for our monthly e-newsletter and get a FREE copy of our Record Retention Guidelines Cheat Sheet.
And for all the papers that don’t “make the cut,” be sure to visit the Bodnar Financial office to take advantage of our complimentary paper shredding service.
Happy Tax Season…..
These are the opinions of Bodnar Financial Advisors, Inc. and not necessarily those of Cambridge, are for informational purposes only, and should not be construed or acted upon as individualized investment advice. Indices mentioned are unmanaged and cannot be invested into directly. Past performance is not a guarantee of future results.