Swim with Jim – Spring Cleaning with Cheryl Krueger
Cheryl Krueger is a Certified Financial Planner™ with a practice near Chicago, IL. She helps us answer the questions about how to get your financial things in order.
1. When financial planners use the term “spring cleaning” what issues do you want to invoke in people’s minds as to what that entails?
2. How often do you recommend clients review their investments, estate plans, insurance policies, and their spending/saving habits?
3. People end up with lots of statements, forms, and other documents, How long should they keep things and where should they keep them?
4. These days people have a lot of usernames and passwords for their digital life. How do you recommend they keep track, update, backup and have an exit strategy, meaning death or impairment?