Financial planning has constantly evolved with technology. Now, the rise of artificial intelligence marks a more disruptive leap. It has already started to change how plans are built and reviewed.
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Which financial documents should I save? A cheat sheet for what to keep + what to shred
No one wants to be ready to file a return right before April 15 only to realize they're missing a vital financial document. Nor does anyone want to pass away, only to send their heirs in a scramble ...
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