RDFA Release: Declutter the Filing Cabinet

John K. Ritter, CFP, CFS
 
 
This time of year, we tend to field lots of questions about what records need to be maintained, and what can be pitched.  Here is a great article from the Wall Street Journal that addresses this topic:
 
 
 
 
Please remember that our office has three locked shred boxes, and we are happy for you to drop off any items that need to be shredded.  Just let us know you are coming so we can give you a hand.
 
 
Have a great weekend!
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Company Info

Ritter Daniher Financial Advisory, LLC
7661 Beechmont Avenue, Suite 200
Cincinnati, OH 45255
Phone: 513.233.0715
Fax: 513-233-0718
Email: john@ritterdaniher.com