Staying Financially OrganizedSubmitted by Bellwether Wealth on June 20th, 2018
How many filing cabinets do you have stuffed of important documents like tax returns, W2s, paycheck stubs, contracts, or those documents that you don’t want to toss but aren’t sure why you’re keeping it?
And let’s be honest, how many times have you been asked to sift through piles of old receipts to find that one document for that one thing from five years ago? The good news is that we have a solution. Our Bellwether Wealth eMoney Portal can solve your never-ending, unorganized paper towers. The eMoney system is a secure, virtual safe that can scan every single document you need to keep, or think you need to keep, stay organized, and even monitor your savings and spending.
We understand that gathering your documents for a mid-year financial assessment and tax time can be a bit of a headache, but it doesn’t always have to be. Our team of certified financial planners can help you set up your portal and help assess where you’re at to develop a plan in order to get you where you need to be. Contact our office for more information at 402-476-8844 or email firstname.lastname@example.org.
This material represents an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed by Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC, as to accuracy and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. Past performance does not guarantee future results Bellwether Wealth is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Kestra IS and Kestra AS and Bellwether wealth are not affiliated with Albers Communications LLC.