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Financial Peace of Mind Starts with Creating Order out of Document Chaos

As a financial planner, one of my main goals is to help clients achieve peace of mind in their financial lives.  For many clients, the first step in achieving this peace of mind is getting rid of their “financial clutter.”

It should not take the filing of a tax return or a death in the family to create order out of paper chaos.

The chances of making costly errors are too great not to take some very simple, albeit essential, measures to get and stay organized all year long.

Here are my recommendations on what documents you can dispose of and when.  Following this system will simplify your financial life for you and your family.

It starts with knowing what documents you need to keep, for how long and where to keep them – beginning with the most disposable:

James Lee Earns the CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation

James Lee, President of Lee Investment Management LLC in Saratoga Springs, NY has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards (CFP Board)...read more

James Lee Hosts NY Financial Planning Leaders to Advocate for Profession

James Lee and the Financial Planning Association of Northeastern New York played host to FPA leaders from around New York State on May 16th and 17th for the first annual Legislative Day in Albany... read more

James Lee Elected to the Board of the Financial Planning Association of Northeastern New York

James Lee, President of Lee Investment Management, has been elected to the board of directors of the Financial Planning Association of Northeastern New York... read more

James Lee Highlighted in FPA NENY Newsletter

James Lee, President of Lee Investment Management, highlighted in FPA NENY Newsletter... read more

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