OwnPath Wealth Advisors

Join us in celebrating our team, OwnPath Wealth Advisors, that has been named to the 2026 Forbes Best-in-State Wealth Management Teams list! Our team’s passion for understanding our clients’ financial goals and values, and for helping them navigate with more confidence, is remarkable. We’re so grateful to work with our clients every day.

OwnPath Wealth Advisors Team Profile | Ameriprise Financial Grow your financial confidence with the help of OwnPath Wealth Advisors. Learn how our team operates as part of the community in Maple Grove, MN

Start the New Year Organized - Tips for Decluttering Your Financial Documents

Happy New Year! I hope you had a wonderful holiday season and are ready for a successful year ahead.

The start of a new year is the perfect time to get organized—especially when it comes to your financial documents. Staying on top of your paperwork not only reduces stress but also ensures you’re prepared for important decisions and opportunities throughout the year.

To help you get started, I’ve attached a guide from Hartford Funds that covers:
• How to declutter outdated documents
• What to keep and what to shred
• Tips for starting and staying organized

Taking a few steps now can make a big difference in your financial confidence and peace of mind. If you have any questions or would like to review your financial plan together, please don’t hesitate to reach out.

I’ve considered hosting an event for clients where they can bring their documents to be shredded and help with overall decluttering. If I put this together, would you find it useful? I know many of you live hundreds and maybe thousands of miles away but of course if you wanted to make the journey we would welcome you!

Wishing you a prosperous and organized 2026!

Matt Kassera, CFP®️, APMA®️, Financial Advisor, OwnPath Wealth Advisors