John J. Diak, CFP®Apr 24, 20183 min readWhat 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®Oct 24, 20174 min readWhich 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