How Am I Doing On My Finances?

One of the most challenging parts of managing personal finance is knowing how you’re doing and if you’re making the right decisions. Financial information is spread all over the place, from insurance to banking to employment benefits. Having a clear summary of your finances may seem like a daunting task. The first step in knowing […]

How Long Should I Keep Financial Records?

Receipts and statements tell the story of your cash flow. Most have no significant importance once you’ve reconciled your account. There are a handful that you do want to hang on to, at least for a few years. Make sure your records are easy to access and kept in a secure place, whether digital or […]