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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. Retirement/ Savings/Brokerage Statements -. Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. Check for any discrepancies.

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Seven Retirement Lessons Learned

Prairie Eco-Thrifter

Health insurance is a bit more pricy than when employed, but less than a lot of other people pay. Our alternate income streams include an inherited IRA, real estate rental income and dividends/interest from investments. However, I haven’t learned this lesson too well, as I still have the second plan, which is a 401K.

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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. ” Green Panda presents 2 Great Reasons Why Young People Need Life Insurance Too!

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Carnival of Financial Planning – Money Management Edition #241 – June 15, 2012

Prairie Eco-Thrifter

Insurance and Risk Mac Hildebrand presents What is catastrophic health insurance coverage? posted at Insurance Providers , saying, “From routine trips to the doctor to extended hospital stays, the average health care bill is $8,000 per year. Without insurance, this could literally break the bank for many people.

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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

” Jen presents 6 Free Financial Resources & Tools to Improve Your Finances posted at Master the Art of Saving , saying, “If youre interested in monitoring or improving your finances, then you probably dont want to be spending money to do it. Insurance and Risk. Real Estate. We all have skills.

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