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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

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? Gap insurance is a type of car insurance policy that is designed to cover the gap between what the value of your car actually is, and what you owe on the vehicle.

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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

Insurance and Risk. Bob presents 401k Hardship Distributions: What you need to know posted at ChristianPF , saying, “Hopefully you don’t know what hardship distributions and hopefully you will never need to know. But this is not the same as not “being skilled. We all have skills.

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