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Important Guidance on Document Retention

Jul 19, 2021

Do I really need to hold on to those tax returns? Should I keep my will at my house or a safe deposit box? Can I get rid of those brokerage statements?

At Charles Stephen, we often get questions from our clients about document retention. If you’re concerned about how long (and where) you should keep important records, we’ve created this guide to help. We invite you to download this and keep it handy for future reference.

As always, if you have further questions or concerns, your advisor will be glad to hear from you.

Document Storage Infographic

Download Here