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What Should You Keep?
The big picture of personal financial recordkeeping has not changed much. It is still wise to keep records pertaining to financial, health c

John J. Diak, CFP®
Apr 24, 20183 min read


Which Financial Documents Should You Keep On File?
You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspape

John J. Diak, CFP®
Oct 24, 20174 min read
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