Page 77 - April 2017 Life In Naplles Magazine

In order to avoid THESE

damaging or

misplacing these
records, you should SHINING LIVES
statements: The entire
duration of ownership plus store these files
seven years. Note: Most in a locked safety
custodians will keep your
cost-basis records for you. deposit box or
• Savings bonds and
accounts and support fireproof safe.
documents such as
certificate of deposit, bank
holdings, account numbers, and banker and branch information:
The entire duration of ownership plus seven years. THROUGH-APRIL 15
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• Credit card records: Keep statements for seven year; maintain $
receipts for one year after purchase. $
STUDENTS 10
THE INSPIRING TRUE SPONSORED BY:
ORGANIZING FOR THE ROAD AHEAD HISTORICAL DRAMA
In addition to observing the guidelines for record retention, you OF THE RADIUM GIRLS
can further simplify your financial life by creating a master checklist BY MELANIE MARNICH
of all your assets and liabilities. By doing so, you can ensure that you
have all the official documentation to prove your portfolio holdings
– and easily identify any information that is missing in your records.
Also, as mentioned earlier, you should always store your records in
a secure location that is easily accessible for your family members
and loved ones.
As a result of keeping your financial and legal records for
an appropriate length of time, you will prevent many of the UPCOMING SHOWS
complications that can arise when managing your finances. Use this
handy guide to make sure you are maintaining everything you need. COMEDY BY PAUL RUDNICK Sponsored by APRIL 19-MAY 14
For further guidance, consult with your financial planner to perform
a comprehensive overview of your important.

2017-2018
Jill Ciccarelli Rapps, CFP®
www.CASMoneyMatters.com

Ciccarelli Advisory Services, Inc. is located at
9601 Tamiami Trail North, Naples, FL SEASON
(239.262.6577)
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Jill Ciccarelli Rapps is a CERTIFIED FINANCIAL
PLANNER®, a trained life coach and a partner of Ciccarelli
Advisory Services, Inc., a family-focused wealth management firm • Guaranteed Best Prices
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THE NAPLES PLAYERS
Corporation, member FINRA/SIPC and a registered
investment adviser.
701 5TH AVE. SOUTH, NAPLES, FL 34102

Life in Naples | April 2017 77