Spring Cleaning Your Financial Documents with Tom Imdieke, CPA

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Spring Cleaning Your Financial Documents: A Conversation with Tom Imdieke, CPA

Tax season has ended and spring is finally here in Minnesota! Now is a great time to think about spring cleaning your personal tax files and other important financial documents. We sat down with Tom Imdieke, our in-house CPA, to find out: when it comes to financial documents, which should be kept, and which should be safely discarded?

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Welcome to Five Star Focus, a place to learn and connect. The Beck Team at Five Star Financial Resources feels passionate about highlighting important topics that matter to you; our clients, friends and business partners. With each blog post, we will connect with a professional in our local community to bring you valuable information to help simplify your life.

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©2022 Five Star Financial Resources. Insurance services offered through Five Star Financial Resources, which is not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer or investment advisor. Neither Five Star Financial Resources nor Osaic Wealth, Inc. provide tax or legal advice. All other listed entities are unaffiliated. Doug Beck, Brad Beck, Mitch Rehbine, Derick Kelly, Tasha Coleman, John Sanken, Ken Maahs, Jake Linder, and Mark Linder are Investment Advisor Representatives offering investment advisory services through Osaic Wealth, Inc. a registered investment advisor. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, MA, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.Member FINRA / SIPC / FINRA's BrokerCheck.

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