Clearwater, Florida Financial Planner Discusses How Long to Keep Financial Records

Clearwater, Florida Financial Planner Kirk Kinder, CFP® discusses how long you should hold onto various financial documents and records. Many folks have folders filled with paperwork, and most people don't know what they need and don't.
 
CLEARWATER, Fla. - Aug. 5, 2013 - PRLog -- Clearwater, Florida Financial Planner Kirk Kinder, CFP® discusses how long you should hold onto various financial documents and records. Many folks have folders filled with paperwork, and most people don't know what they need and don't. In this link, people will discover how long to keep:

- tax returns

- brokerage statements

- bank statements

- auto and home information

The information can be found at http://www.youtube.com/watch?v=qpDYgk7DYvc.



Picket Fence Financial is a fee-only, NAPFA registered firm with offices in Clearwater and Palm Harbor, Florida. For more information about Picket Fence Financial, visit: http://www.picketfencefinancial.com
or call 727-233-1951.

To sign up for Picket Fence Financial's free monthly newsletter, visit http://www.picketfencefinancial.com/education/newsletters/

Kirk Kinder, CFP® started Picket Fence Financial with the goal of saving folks from Wall Street. Kirk has been quoted in several financial publications including the Wall Street Journal, Kiplingers, Money Magazine, Smart Money, to name a few. He has also been featured on the local Fox, ABC, and NBC affiliates in Baltimore and Tampa. Kirk specializes in the use of Exchange Traded Funds (ETF). He speaks at ETF conferences frequently and contributed to a text on ETFs, "Exchange-Traded Funds: Conceptual and Practical Investment Approaches."
End
Source: » Follow
Email:***@picketfencefinancial.com Email Verified
Tags:Clearwater, Florida, Financial Planning, Investment Management
Industry:Financial
Location:Clearwater - Florida - United States
Subject:Services
Account Email Address Verified     Account Phone Number Verified     Disclaimer     Report Abuse
Picket Fence Financial PRs
Trending News
Most Viewed
Top Daily News



Like PRLog?
9K2K1K
Click to Share