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Joe Jaspers, CFP®
Vice President, Wealth Management
Carolinas Telco Capital Advisors
Located at Carolinas Telco FCU
9813 South Blvd, Suite 101
Charlotte, NC 28273
Phone: 704-391-5600
Toll Free: 800-622-5305, ext. 2608
Fax: 704-556-1652
Email: joe.jaspers@lpl.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.524658-2
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Carolinas Telco FCU and Carolinas Telco Capital Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Carolinas Telco Capital Advisors, and may also be employees of Carolinas Telco FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of, Carolinas Telco FCU or Carolinas Telco Capital Advisors. Securities and insurance offered through LPL or its affiliates are:
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