Submitted by Kate Hennessy on March 19, 2019
Recently my husband, Pat Hennessy, and I were looking for something important - one thing led to another and the next thing we knew we were spring cleaning. We don’t consider ourselves pack rats, but when we started cleaning we realized we had tax returns dating back to 2002! So, maybe we are pack rats? We both agreed it was time to organize and shred. Let’s face it – life goes by fast –there are big milestones (moving, marriages, births, deaths), but there are also little events leading up to the big milestones. Getting your financial house organized isn’t a top priority for most people.
Pat and I found what we were looking for, but we learned a valuable lesson. The importance of getting your “ducks in a row.” For me as a financial planner – it means the following: