April 7th, 2015 | Miller Advisors

Please join us for a shredding party!

Taxes are due in just 8 days, and you know what that means! Take a load off and bring in your old paperwork on April 16th from 9 a.m. until 12 p.m. — we will fill the shredding truck and your documents will be destroyed onsite.

Coffee, tea and pastries will be provided.

What to Keep:

-Year-end statements for all accounts, including Raymond James Financial Services and Mutual Funds.

-Reports for income tax reporting such as 1099s.

What to Shred:

-Keep monthly statements until you receive the corresponding year-end statement for each account. You may then shred the monthly statements.

-After you read your Buy and Sell confirmations for all accounts, you may shred those as well.

Miller Advisors

11 Tenth Avenue

Kirkland, WA 98033

-Please call Kristen if you would like directions.


We hope to see you next week!

Image: napervillemagazine.com