Set Your Financial Records Right, Part 3

Set Your Financial Records Right, Part 3

(This is part 3 of the Set Your Records Right series.) Let’s turn to retirement accounts now. You are probably covered by at least one retirement plan and maybe several. Be sure to keep a file on each. Don’t forget about your IRAs, 401(k) plans, as well as any other...
Set Your Financial Records Right, Part 2

Set Your Financial Records Right, Part 2

(This is part 2 of the Set Your Financial Records Right series.) Let’s start with everyone’s favorite subject – taxes. You’ll want to start a file for this year’s tax return and use it to store all the paperwork you or your CPA will need to prepare your return. This...