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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. Insurance - sub-files would be Auto, Health, Home-Owners, Life, etc.

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

Prairie Eco-Thrifter

Wayne presents Unexpected Costs of Pet Ownership posted at Young Family Finance , saying, “Pet ownership can be quite expensive. Insurance and Risk Hank presents What Is Gap Insurance On Your Car And Why You Need It posted at Money Q&A , saying, “What is gap insurance? And, do you need it?

Money 113
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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

Wayne presents Purpose of Budgeting posted at Young Family Finance , saying, “Are you left wondering why you should budget? Insurance and Risk. These are very difficult questions for most of us to talk about but think about how difficult these questions would be if your family was left to deal with them alone.

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