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How Long Should You Keep Financial Documents

Family Balance Sheet

Are your financial documents piled up in the corner of your office or under your desk? So much is done electronically now, but there are documents where a paper copy is needed. Any bills for big purchases like jewelry, appliances, computers, etc, should be kept permanently for insurance and warranty purposes.

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7 Ways to Spring Clean Your Finances

Family Balance Sheet

I’m a firm believer that finances should be organized and neat, and my Family Balance Sheet helps us keep track of our finances in one tidy spreadsheet. Organize your Financial Documents. If you have a lot of paper financial documents that you’re not sure what to do with, read How Long Should Keep You Financial Documents.

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7 Ways to Spring Clean Your Finances

Family Balance Sheet

Set aside some time to purge & organize your office. Organize your Financial Documents. If you have a lot of paper financial documents that you’re not sure what to do with, read How Long Should Keep You Financial Documents. Review Your Bills. Bills to review: home owners insurance.

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