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How Long Should You Keep Financial Documents

Family Balance Sheet

If you are not printing it, you should still review it closely for any discrepancies and unnecessary or incorrect fees. Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. Thanks for reading. You should keep any credit card receipts to match up with your statement.

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Why We Left Traditional Health Insurance

Family Balance Sheet

In October 2003, I left a career as a department store buyer with a nice paycheck, paid vacation days, 401k match, profit sharing, and health benefits, to pursue a life of self employment with my husband where all of those things are up to us. And this is when the junk hit the fan. I can’t believe it’s been that long.