In this Slice of Advice session, we share practical tips for decluttering your finances—so you can simplify your systems, protect important documents, and make it easier for you (and others) to find what’s needed when it matters most.
What You’ll Learn:
- Practical ways to declutter your finances now — from using auto pay strategically to switching to secure, searchable email statements.
- Which documents to keep and which to shred — including tips for managing statements, trade notifications, prospectuses, and privacy policy updates.
- Essential legal and account details to document so loved ones can step in if you’re unavailable.
- Secure storage solutions — from fireproof safes to digital client portals with unlimited, encrypted document vaults.
- How to prepare for the unexpected with organized passwords, beneficiary designations, and quick-access checklists.
