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Asset Planning Corporation – Knoxville, TN
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  • Home
  • Our Clients
    • Prime Time Savers
    • Approaching Retirement
    • Purposeful Retirees
  • How We Help
  • About Us
    • History & Values
    • Charity of the Month
    • Meet Your Team
      • JOE OTTAVIANO, CFP®, CKA®
      • PAUL K. FAIN, III, CFP®
      • SUZANNE HORNICK, CFP®
      • KATHY PATTY, FPQP®
      • ADAM KORNEGAY, CFP®
      • STEVE CARLSON
      • HOLLY GRAY, FPQP®
      • DANIEL MYERS
      • RANDEE SCHOENIKE
  • RESOURCES
    • Blog
    • Free Downloads
  • CONTACT

January 14, 2018

Financial Records

Sunday Money: Get Organized!

Blog, General PlanningBy Paul Fain, CFP®January 14, 2018

The start of a New Year is a great opportunity to do some financial housekeeping! Which documents and records should you keep and which ones can you throw away?   WHAT IS THE STARTING POINT FOR KEEPING GOOD FINANCIAL RECORDS? Develop a filing system. Set up a file for: Bills Due: Immediately after opening mail,…

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