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How Long Should You Keep Financial Documents

Family Balance Sheet

Are your financial documents piled up in the corner of your office or under your desk? So much is done electronically now, but there are documents where a paper copy is needed. Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. Check for any discrepancies.

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Yakezie Carnival October 16, 2011- Growth Edition

Prairie Eco-Thrifter

You will learn exactly what settings, plugins, and themes he uses. Good Financial Cents: What to Watch For With Debt Settlement Companies Considering using a debt settlement company? Keeping your retirement account (and other documents) beneficiary designations up-to-date with an annual beneficiary review checklist.

October 200
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P.E.P. for the Week of January 24-28, 2010- Adjustment Edition

Prairie Eco-Thrifter

We personally use Quicken and we find it works great for reviewing our finances. Live Real, Now tells us how we can save money on anything from bills to insurance. Moolanomy tells us how we can reach our savings goals by using virtual bank accounts. I wanted to use my money for other things. Going Frugal.

January 124
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What Can Go Wrong – Naming a Beneficiary

Prairie Eco-Thrifter

All of your estate planning needs to head in the same direction and should be reviewed in whole to insure that the distributions you intend to make are actually clear in the documents. Being the smart person you are, you you sign up for a 401K with company matching and do the right thing by starting to pump as much into it as possible.