Welcome to a new week and a new theme here on the One Minute Retirement Tip!
If you died today, how messy would it be for your spouse, your kids, or your executor to sort through your financial life? If this question makes you cringe a little, then this week’s tips are for you, because I’m talking about financial document organization.
Each day this week I’m going to share with you tips on how you can organize, store, and take inventory of your financial documents. I’m going to give you some quick wins and answer some commonly asked questions - like what you should do with that IRA statement you’re still holding on to from 5 years ago, and the one thing you can do today, which will have the biggest impact on helping you get organized.
Be sure to come back tomorrow where I’m covering one simple, easy thing you can do today that will give you a quick win and that boost of motivation to continue with getting your financial life organized.
That’s it for today. But before you go...you probably know someone who is close to retirement and could benefit from listening to this podcast. If so, please share this podcast with them and encourage them to check it out by adding it to their flash briefing in Alexa or subscribing wherever they listen to podcasts!
Thanks for listening. My name is Ashley Micciche and this is the One Minute Retirement Tip.
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