Cutler Blog

Spring Cleaning your Financial Papers

June 03, 2021

W-2s, account statements, insurance claim paperwork... most people have a large stack of financial paperwork taking up room in a closet. With your window to "spring clean" closing quickly, we want to help you declutter! Senior Investment Advisor, Susan Niedwick, CFP ®, reviews what you should keep, what you can throw away, and gives some tips for reducing paperwork clutter.

 

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These blogs are provided for informational purposes only and represent Cutler Investment Group’s (“Cutler”) views as of the date of posting. Such views are subject to change at any point without notice. The information in the blogs should not be considered investment advice or a recommendation to buy or sell any types of securities.   Some of the information provided has been obtained from third party sources believed to be reliable but such information is not guaranteed.  Cutler has not taken into account the investment objectives, financial situation or particular needs of any individual investor. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor's financial situation or risk tolerance.  Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary. No reliance should be placed on, and no guarantee should be assumed from, any such statements or forecasts when making any investment decision.
 

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