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How Long Should You Keep Financial Documents

Family Balance Sheet

Our personal bank has statements online all the way back to 2006. However, you should print any canceled checks or year-end statements that you would need for tax purposes, ie - charitable contributions, home improvements, business expenses, mortgage payments, etc. Home improvements -with sub-files for each major improvement.

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Are You Planning For Aging in Place?

Prairie Eco-Thrifter

When we remodeled the master bath in 2006, we added grab bars in the shower, by the toilet and the whirlpool bath. We may have to add a hand held shower attachment and put in one of those shower chairs folks use. I’ll need to investigate how to get groceries delivered (or use the below transportation option while I can).

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