Guide to Safekeeping and Managing Paper Records

The new year brings many resolutions … many in the pursuit of improvements we all feel we need to make!  One popular area is organization!  By now most of you are busy gathering information for your accounting professionals and wondering “can I shred this now?”.  Below is a guide which you can download and use for your own record keeping management!

What to Keep, Where to Store, and When to Shred


Getting the Most from Your Statements

Financial reports and statements can be daunting … no matter if they are in paper or digital versions!  Here is a reference guide for you to use when reviewing your statements.  It may be a bit long but well worth the read!


Account Statement Brochure

Minimizing Identity Theft Risk

Target and Neiman Marcus made the news this holiday season with the massive data breach their customers were victims of.  There will always be a new way to skin a cat and devious people are always going to be looking for ways to make a quick buck at someone eles’ expense.  That being said, it is important to review the various ways identity theft can happen and what one can do about it.  Please take time to review this presentation.  We hope you find it of value!

Minimizing the Risk of Identity Theft

Winter 2014 Folio

It’s January, when we all receive scads of year-in reviews.  While it might be fun to look back at 2013, it was a very good year for equity investments, with US stocks helping lead the way, it’s more instructive to go back further.


Folio Winter 2014