Paperwork - What to Keep and What to Shred
During tax season, I had a client come into my office with a mountain of paperwork. I knew that her taxes are pretty simple, so I was confused as to why this would be the case. She looked at me and said, “This is everything for the whole year. How much of this do I need to keep?” It’s a perfectly reasonable question, and for most of us the answer is: not as much as you do. Many of us have a tendency to hold on to most of the paperwork that anyone ever gives us, thinking that