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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. This final number will help to lower your capital gains tax. So, I googled my question and here is what I found.

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7 Ways to Spring Clean Your Finances

Family Balance Sheet

As the family office manager of my home, I needed a succinct way to discuss our finances with my husband. Clean, Purge and Declutter Your Office Space. I have a love/hate relationship with my home office space. Organize your Financial Documents. Related Reading : How We Paid off Six Figures of Debt.

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7 Ways to Spring Clean Your Finances

Family Balance Sheet

Clean Up Your Office Space. I have a love/hate relationship with my home office space. Because my office is in the dining room, keeping it tidy is a must and something that I’m always working on. Set aside some time to purge & organize your office. Organize your Financial Documents.

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GIVEAWAY: TurboTax Deluxe 2012 from OfficeDepot

Saving With Shellie

I hate to be the bearer of bad news but your taxes are due 3 weeks from today. Stan and I typically do our own taxes. However, usually our taxes aren’t very complex and we simply rely on TurboTax to help us file and calculate our taxes. If you haven’t filed your taxes yet, give Turbo Tax a try.

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How to Freeze Your Credit

Savings Corner

Information you need to freeze your credit at all 3 bureaus It’s a good idea to gather all the documents you will need before initiating a credit freeze. Copy of tax documents, bank statements or utility bills. Tax Filing Webinar — Jan. Proof of address, like a utility bill.

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