How Long Should You Keep Financial Documents
Family Balance Sheet
AUGUST 17, 2011
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. I use a small accordion file with 12 monthly files for credit card receipts. Retirement/ Savings/Brokerage Statements -.
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