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Terry Nelson, CFP®, ChFC®, CASL
Olmsted Financial Group
3428 Lakeridge Pl. N.W., Suite 120
Rochester, MN 55901
Phone: 507-281-1262
Cell: 507-250-3967
Fax: 507-281-9131
Email: Terry@OlmstedFinancialGroup.com
March/April 2026
Spring Clean Up
Many of us think of Spring as a time to refresh our homes —decluttering rooms, sorting closets, or deep cleaning neglected areas —but it's also a great time to get your documents and files in order.
Get Organized and Energized
Create a streamlined system for your documents and filing. Gather tax-related papers (W-2s, 1099s, receipts) and file them securely for easy access during tax season. Shred outdated documents to reduce clutter and protect sensitive information. You may even have access to a local "Shred Day" event hosted in your community, which you can take advantage of. Use labeled folders or a digital scanning system for bills, warranties, and insurance policies. Set aside an hour weekly to maintain organization.A tidy home and organized paperwork reduce stress, prepare you for a productive year, and energize you to enjoy life and focus on what matters most to you and your family.
Securities and Advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.
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