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Jul 8, 2020

One of the easiest things you can do to help keep your financial house in order is to get organized. Having your financial information stored and processed in a systematic manner will go a long way in helping maintain your finances. This week we will cover five easy steps to get your finances organized.

  1. Start a Basic Filing System
  2. Keep Important Documents Organized
  3. How Long to Keep Your Documents
  4. Keeping Your Information Safe
  5. Being Organized for Your Heirs

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