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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. A few years ago, I was just filing papers in my cabinet, but not purging along the way.

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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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Give Now, Save Later: How Charitable Giving Affects Taxes

Saving Cents With Sense

The urge to contribute to charitable causes comes with the need to give before the end of the year to qualify for tax deductions. LifeLock provides enhanced, online reporting of identity theft threats and advanced checking and savings account application alerts. Find Out Which Nonprofits are Qualified for Tax Purposes.

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