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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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How I Organize My Paper Files and Filing Cabinet

Family Balance Sheet

And I still use a filing cabinet for my office papers, instead of scanning them onto the computer. During that process, I researched and reported back to you how long you should keep your financial documents. Major Category: Insurance - My sub-files are Auto, Health, Health Savings Account, Home-Owners, Life. Thanks for reading.

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