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Spring Cleaning and Financial Organization

This time of year, many people start to organize their homes and messy garages. Now is the time to get all your paperwork in order.

Do you have a financial organizer – a place to keep critical data like account information, balance sheets, and legal documents.

Do you have a file or digital space for all your utilities, mortgages, bank loans, car notes, subscriptions, etc. You will also want a cheat sheet for all login information for payment portals, passwords to electronics, health records, home maintenance, and so on.

Our team can help with any Medicare or Social Security questions you may have. As well as get you in touch with an attorney to get a POA assigned, and provide any other referrals to make sure you are covered in every aspect.

You will want to keep all of this information extremely secure, of course, but having it in a secure location you and your loved ones can easily get to is important.

For more financial organization help, contact us today. Happy Organizing!

Source: Bill Good Marketing, Accessed 3/22/23

 

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DISCLOSURE: Investment advisory services are offered through Gretchen Stangier, Inc. DBA Stangier Wealth Management (“Stangier Wealth Management”), an investment advisor registered with the U.S. Securities and Exchange Commission. Stangier Wealth Management only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided copies of the firm’s ADV Part 2A brochure and Part 3 documents.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.

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