AAII Survey: How Readers Organize Their Personal Financial Files

Last week’s featured AAII article on the AAII blog outlined ways in which individuals can organize their personal financial files. It turned out to be one of the most popular posts in the blog’s history. As the article points out, there are a number of reasons to keep your financial files in order: tax audits,…

 

Get Organized! Maintaining Your Personal Financial Files

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Reassessing Your Risk Tolerance? Don’t Overlook Estate Planning Important not only for protecting your assets, estate planning also assures that your assets will pass according to your wishes at the least cost and administrative burden. It can be a relatively easy, six-step process. Analyzing…