Clients often ask us how long they need to keep important documents on file. Today, we’re sharing a checklist of what you need to save and why.
Read more and get additional financial resources here: https://wp.me/paeENs-ca
What we discuss on this episode:
7:15 – Taxes
8:54 – Health care
9:54 – Legal
11:13 – Assets and debts
12:55 – Other documents