Episode 27: What Documents Do I Need to Keep On File?

Apr 15, 2022

We can all feel a bit overwhelmed when we consider all the documents that are an important part of our lives. Isaac Wright, CFP®, ChFC®, and Aaron Reed, Financial Planner, discuss three areas that revolve around the “rules of thumb” on tax, legal, and healthcare documents. If you are looking to simplify things, this is an episode that you don’t want to miss!

Here are just a handful of the things that we'll discuss:

  • Which documents you should keep and the ones that could be done away with.
  • Documents that are commonly overlooked.
  • Additional ways to file or store important documents.


Which Documents Should You Keep

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