Our Thoughts

Clear Out the Clutter

Spring has sprung, and with it comes the urge to purge. But how do you know which documents need to be saved and which can be safely shredded as you dig your way through the clutter pile?  Never fear, Laurie Belew‘s got a handy guide of what to keep and what to toss as you make order out of the chaos. The next time your financial advisor asks you to bring in a key document, you’ll know just where to find it!