At some point in life, we encounter times when we need to buckle down and get busy organizing finances. Whether it be paperwork, investment accounts or due to a life altering event such as; loss of spouse or divorce. Either way, financial implications cause us to make every effort to take back control.
Here is a simple video from Morningstar talking about ways to tackle those nagging items on your financial list.
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What have you done to stay on top of organizing your finances?