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Dice Financial Services Group
1716 N. Sanborn Blvd, PO Box 790
Mitchell, SD 57301
Phone: 605-996-7171
Toll Free: 800-658-3603
Website: www.dicefinancial.com
March/April 2024
You CAN Organize Your Financial Life
You didn’t plan on your financial and personal records ending up in a free-for-all, but that’s what’s happened. How you wish someone would organize your stuff! Good news! YOU can get your financial records in order! Here are some tips for simplifying your financial life.
Decide on a System
Organize your information by year. Use folders to hold similar information, including tax documents, investment reports, bank statements, etc. Label everything so you can find it easily. Keep all your records in one place, such as a fireproof safe or a filing cabinet.Create a Backup System
Scan critical financial documents before filing them. Keep them in a password-protected computer file or a removable drive, or store them in the cloud.Shred any documents with sensitive information that you no longer need.
Put You Financial Life Online
Paperless billing and electronic delivery of bank and investment statements reduce clutter and prevent you from misplacing important bills and documents.Setting up automatic bill pay can further simplify your finances.
Consider a Safe Deposit Box
You can store critical documents you don’t often need and keep them safe from fire and theft.Share Your Information
Tell someone you trust where your information is located and how to access it.CONTACT US
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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance Services offered through Dice Financial Services Group.
Dice Financial Services Group and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.