article thumbnail

How Long Should You Keep Financial Documents

Family Balance Sheet

Our personal bank has statements online all the way back to 2006. Retirement/ Savings/Brokerage Statements -. Some examples: Assets - with sub-files like your checking, savings, retirement, etc. Bank Statements - One nice thing (among many) about the electronic age is that banks keep statements online up to a couple of years.

article thumbnail

Should You Invest In A Rising Market?

Prairie Eco-Thrifter

I moved my retirement savings from two company plans into an IRA. In hindsight, we all would have sold out of the market at the end of 2006! For the Dow to reach 38,820 by 2025, it would have to return about 8.8% annually — and that’s quite ordinary.”. My Predicament. I retired in 2010 (yeah!). Hindsight is easy, but foresight is not.

Economy 187
article thumbnail

11 Things I learned After Owning a Vacation Property

Prairie Eco-Thrifter

We purchased a vacation condo in a local resort area in 2006 (yep, right before the crash). I also wanted a bit more diversification in our portfolio and figured an additional piece of real estate could help that. My sister-in-law and her husband had one that they used and rented out and indicated that it was doing well.

Vacation 100