Congratulations! Your 2021 taxes have been filed. So, is it safe now to throw away all those receipts, statements, and confirmations? Kiplinger reporter Rivan V. Stinson explains in a recent article what you need to keep, and what it’s safe to shred. “Generally, the IRS has three years from the date you file to audit your […]
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About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
