P&A shredding event

 

Do you have financial statements and other sensitive documents piling up? Do you keep planning to get around to it but feel overwhelmed doing it yourself? Does the shredding event at your bank sound too busy? We have a solution!

At P&A, protecting your personal information is of upmost importance, so we’ve partnered with Paper Tiger Shredding to offer you a fast and seamless way to dispose of your confidential paperwork.

Shredding Tips:

      • NO need to remove normal paper fasteners (i.e., paper clips, rubber bands, binder clips, or hanging files/tabs).
      • Cardboard, plastic, and 3-ring binders CANNOT be shredded.

For help determining what to keep and what to shred, check out:

Do I need to keep brokerage statements? (P&A blog)

Why Shred? What to Shred? (Paper Tiger’s Tips)

We’ll also be offering complimentary coffee and homemade cinnamon rolls courtesy of The Long ‘N Grinding Road Coffee truck.

If you have additional questions, give us a call!

 

Clicking on the links above may result in you leaving the Pittenger & Anderson, Inc. website. The opinions and ideas expressed on these external websites are those of third-party vendors and Pittenger & Anderson, Inc. has not approved or endorsed any of this third-party content. For the full Terms & Conditions of using the Pittenger & Anderson, Inc. website, click on this link.

Pittenger & Anderson, Inc. does not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.  Additionally, the information presented here is not intended to be a recommendation to buy or sell any specific security.  To learn more about our firm and investment approach, check out our Form ADV.

 

To view this article and others like it online, visit the P&A blog at https://pittand.com/blog/.

Click here to download the PDF version of this article.

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Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 800+ clients in over 30 U.S. states.

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