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How Long Should You Keep Financial Documents

Family Balance Sheet

Any bills for big purchases like jewelry, appliances, computers, etc, should be kept permanently for insurance and warranty purposes. Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. Do you have a method for filing your financial records that works well for you?

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Carnival of Financial Planning – Money Management Edition #236 – May 11, 2012

Prairie Eco-Thrifter

Frank presents Passively Managed Funds posted at Individual Investor Strategies , saying, “Short-term mutual fund trading is a zero sum game played against other very well informed mutual fund traders and other securities market traders. Furniture and major appliances are expensive. ” That concludes this edition.

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