Organizing for FIRE – Financial Files

We’ve continued our effort to organize this January and continue to make progress.  We keep our financial records pretty streamlined, but I recently looked at an official guide to how long you are supposed to retain records.  MFS Funds – formerly Massachusetts Financial has a ‘handy’ guide they publish that covers financial records from A to Z.  Unfortunately, as I compared it to what we … Continue reading Organizing for FIRE – Financial Files