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John J. Diak, CFP®
Apr 24, 20183 min read
What 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 read
Which 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
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