Kiss That File Cabinet of Paperwork Goodbye 3 Ways to Spring-Clean Your Finances
Spring is finally here, and with it probably came the urge to organize your home and home office. If you’re already decluttering and cleaning, why not tackle your finances at the same time? Here are three tips to help you get started. 1. Weed out ancient documents. You probably have at least one box, file cabinet, or closet stuffed full of financial paperwork. If so, we have good news for you: A lot of it can go! As a rule of thumb, you can toss out monthly bills after you pay them (or after they’re credited to your bank statement) and throw away receipts that are NOT related to products under warranty, tax returns, or insurance claims. If you are unsure of which documents to keep and what the amount of time to hold on to them is, then give Andrea a call at the office so she can provide you with a document-retention cheat sheet.
You can also pitch bank and credit card statements, paid medical bills, investment statements, pay stubs, and receipts if they’re more than a year old. You should keep your tax records for the last seven years on hand, but if you really want to deep- clean, you can throw away older ones. 2. Invest in a shredder or use our shredding service. When we say you can “throw away” personal or financial documents, we really mean you should shred them. Better yet, we are happy to offer shredding services to you at both our Wolf Retirement Navigation offices, complimentary for clients and their friends. Just give Andrea a call to schedule your drop-off appointment. 3. Digitize what you can. Once you’ve winnowed your papers to the ones that are truly important, consider
digitizing the remaining records with a document scanner. Once you’ve scanned in all of your documents, make sure you store the files securely on your home computer and in a backup location. This can be a flash drive or external hard drive that you keep in a high, dry place in your home or a reputable cloud-based platform. Once your physical finances are decluttered, you can look ahead to your investments, retirement accounts, and financial future! To streamline that space and set yourself up for a stress- free summer, make an appointment to check in with your Wolf Retirement Navigation financial advisor.
SUDOKU
Celebrate spring with this easy, tasty, herb-packed pasta bake.
INGREDIENTS
• 1 cup cooked chicken, diced • 1 14-oz can artichokes, drained and quartered • 1 cup fresh asparagus pieces • 1/2 cup carrots, grated • 1 1/2 cups uncooked penne pasta • 1 3/4 cups chicken broth
• 1/2 cup fresh chives, chopped and divided • 1/4 cup fresh parsley, chopped and divided • 2 tsp minced garlic • 1/4 tsp salt • 1/4 cup grated Parmesan cheese, divided
DIRECTIONS
1. Preheat oven to 425 F and grease an 8-inch square baking dish with cooking spray. 2. In the prepared dish, stir together cooked chicken, artichokes,
3. Cover the dish tightly with foil and bake for 35 minutes. 4. Uncover and stir. At this point, check the pasta to make sure it is al dente. If it’s undercooked, cover the dish and return to the oven until pasta is tender. 5. Remove from oven and garnish with remaining Parmesan, chives, and parsley.
Solution on Page 4
asparagus, carrots, uncooked pasta, chicken broth, half the chives, half the parsley, garlic, salt, and 2 tbsp Parmesan.
2 LOCATIONS TO SERVE YOU! Jacksonville & Fleming Island
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