Remove 2006 Remove Examples Remove Identity Theft Remove Real Estate
article thumbnail

How Long Should You Keep Financial Documents

Family Balance Sheet

Our personal bank has statements online all the way back to 2006. For other receipts from a credit card for example, groceries or gas, keep until you get your next statement to look for any errors. Some examples: Assets - with sub-files like your checking, savings, retirement, etc. Retirement/ Savings/Brokerage Statements -.