While you’re filing important documents this tax season, it may be a good time to review other financial records and investment plans.

Julie Dent-Zajicek, president of Iowa Trust and Savings Bank in Panora, says this is an opportune time to organize files, remove outdated information in a secure way, but to keep important tax documents for at least three years, “One of the things that seems to be a good idea to do at that time too, is to review important documents such as your investment statements, life insurance policies, wills, health directives, and other valuable personal information. You will probably want to review those with your spouse or children or another trusted individual and advise that person about the details as well as the location of those items, just in case there should be an illness or sickness in the future.”

Dent-Zajicek adds the other key topics she discusses with clients on improving their financial health in the new year is budgeting, setting spending goals, reducing debt, increasing savings, and improving credit scores. You can hear more on how to best navigate these resolutions from Dent-Zajicek in our Special Edition Health and Wealth In-Depth Magazine under the Listen Live tab at raccoonvalleyradio.com.