Do you have an archive of financial documents? Is everything in a box? Do you need a bigger box?

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

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Organizing your finances - Get a bigger box!? 07:32 Share

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Organizing your finances - Get a bigger box!?