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Organize Your Finances in 4 Steps
Step 4: Stay on Track
Once you have a system in place, it's all about maintenance. Pay bills online and get statements via e-mail to cut down on clutter. When the mail comes, sort it in just a few moments. Every time you open a new account or switch insurance coverage, start a new folder for it.

Twice a year, give your system a once-over to ensure you're on track.

Find out how long you need to keep your financial paperwork
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