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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. ALSO , if you are self-employed, you should keep your returns and supporting documents for six years. So, I googled my question and here is what I found.

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Organizing Your Computer

Prairie Eco-Thrifter

Maybe I am a bit OCD because I went home and looked at my computer and cleaned it up and organized it until it was perfect. Organize them into folders and alter them as you need to. For instance, I have documents that I would like to keep of projects from school, but I don’t use them or refer to them regularly.

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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. I did a MAJOR paper purge back and wrote an extensive post on the subject.

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Stay Organized To Keep Your Information Secure

Prairie Eco-Thrifter

Limit the number of people of people in your organization who can access sensitive information. If certain employees require remote access to your organization’s computer system, ensure they can only gain access after providing a username and password. For instance, you can use TrueCrypt to encrypt documents you store in Dropbox.

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Give Now, Save Later: How Charitable Giving Affects Taxes

Saving Cents With Sense

LifeLock provides enhanced, online reporting of identity theft threats and advanced checking and savings account application alerts. Other identity theft protection providers may have a certain service that fits your needs, so do the research to find the right company. Documenting Donations.

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