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How Long Should You Keep Financial Documents

Family Balance Sheet

Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. I use a small accordion file with 12 monthly files for credit card receipts. This will help you avoid possible identity theft. Check for any discrepancies. Taxes with sub-files for each year.

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

Prairie Eco-Thrifter

” Jason presents Why We Didn’t Sell Our Car on Craigslist posted at Work Save Live , saying, “Last week I detailed why we considered buying a car through CarMax, and I wanted to do a follow-up on a service of theirs that we actually used. Income MMD presents What Did You Learn From Working as a Teenager?

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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

It’s modeled much like Michael Pollans Food Rules with many one-page rules that give short but useful tidbits of information. I have finally listed many of the financial resources, firms, services, and products that I personally use and recommend. Kyle presents Enter to Win our April iPad Mania Giveaway! We all have skills.

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