Fact vs. Fiction

We understand that it can be tricky navigating through the world of financial services. Everyone seems to have an opinion and it can become difficult knowing what to believe. We’ve created this series “Financial Fact vs. Fiction'” as a way to present and debunk some of the most popular financial myths.

Fiction: Organizing my financial documents isn’t worth the time.

Fact: Getting organized may seem like a daunting task, but devoting a little time to it each day will benefit you in the long run. Your filing system can be as complex or as basic as you like; the most important thing is to choose a method that works for you. To cut down on the amount of paper you have to organize, consider taking advantage of an electronic filing cabinet for account statements and other documents. It may take a few hours to get started, but in the end, organizing your documents will free you up to focus on the things you enjoy.

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Last Updated: 12/01/2015