Paper or Electronic
By John Napolitano, CFP®, CPA, PFS, MST, RLP®
You may frequently hear as you check out from the supermarket, paper or plastic? With your financial records, the question is paper or electronic? Every service provider from your accountant to your investment accounts want you to stop getting paper copies of everything and go to their secure portal to access what you need when you need it. Is this the right thing to do? Is it safe? How secure is secure?