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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. Do you have a method for filing your financial records that works well for you?

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

Prairie Eco-Thrifter

Frank presents Passively Managed Funds posted at Individual Investor Strategies , saying, “Short-term mutual fund trading is a zero sum game played against other very well informed mutual fund traders and other securities market traders. 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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