Spring Cleaning! What Documents to Keep or Shred

Money Roots

English - April 06, 2022 08:00 - 25 minutes - 35.2 MB - ★★★★★ - 10 ratings
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Previous Episode: HSA and 529 Tax Myths

Next Episode: Organization of Financial Documents and Vacation Planning

Welcome back Wine and Dime listeners. Kate Welker is back on the show this week, and now that tax season is drawing to close, it's time to start talking about recovering from tax season! It's time for some spring cleaning, and we're here to help!

What you will learn:

Create a table of contentsHow long to save various documentsBacking up your files

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If you have any questions that you would like answered on the show, feel free to email us at [email protected]

Or visit us at www.rootedpg.com/podcasts for full show notes and links!

Arbor Hill Winery

Arbor Hill Winery is located in South Bristol just north of Naples, New York, at southern end of Canandaigua Lake in the famous Finger Lakes Region. In 1987 Arbor Hill opened in just one building. Now it sits in a complex of vintage buildings (including the original), in a wonderful warm New England country setting. The Brahm family takes great pride in the fact that they produce their products on the premises. In their country complex they have several buildings; one is the retail shop, another is Brew & Brats at Arbor Hill, and two barns serve as the wine cellar and the food production area.

THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: [email protected]