What Documents Do I Need To Keep On File?

<p><strong>In today's episode </strong><strong><a href= "https://www.kathmere.com/team/nicholas-olesen-cfp" target="_blank" rel="noopener">Nicholas Olesen, CFP®, CPWA®</a></strong><strong> walks through one section of the Financial Pillars of Success, Financial Organization, by answering the question, "what documents do I need to keep on file?"</strong></p> <p>Just last week this question came up while we started working with a new client and we felt it would be great to share here. Many of us know some of the basics, like keeping tax returns for 7 years, but as you will hear, that isn't always the case and there are three other types of documents you should keep on file.</p> <p>You can find the flowchart mentioned throughout and a transcript of today’s show here: <a href="https://www.kathmere.com/blog" target="_blank" rel= "noopener">https://www.kathmere.com/blog</a></p> <p>Please send us feedback and any topic or questions you would like us to cover.  <a href="mailto:nolesen@kathmere.com" target="_blank" rel="noopener">Email us at: nolesen@kathmere.com</a> </p>