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Technology

Ari Baum | Jan 11, 2022

Document Retention

Lifestyle

Savings

Technology

Is your garage overflowing with bank statements and paid bills from ten years ago? Are you unsure about what documents need to be retained and what can be

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646-774-2932
ari.baum@endurancewealthpartners.com

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Endurance Wealth Partners does not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.