May 2023

  • May 12, 2023

Cleaning and De-Cluttering your financial records after taxes is a great idea: We believe uncluttered files enable investors to see more clearly and hopefully make better decisions. But, this clean-up process has become more complex. It encompasses decisions like: Which documents to keep? For how long? In which format (digital or physical)? And where (Safe or digital storage)?  Here is a document that gets you started: De-clutter financial files, see Clearly  (pdf)