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How Long Should You Keep Financial Documents

Family Balance Sheet

However, you should print any canceled checks or year-end statements that you would need for tax purposes, ie - charitable contributions, home improvements, business expenses, mortgage payments, etc. Any bills for big purchases like jewelry, appliances, computers, etc, should be kept permanently for insurance and warranty purposes.

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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

PFP presents Investment Asset Tax Location posted at Pasadena Financial Planner , saying, ” As you move your cash, bond, and stock financial assets into lower cost, more broadly diversified investment mutual funds and/or ETFs, you should also consider how to “locate” your investment asset allocation with respect to more optimal taxation.

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