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How Long Should You Keep Financial Documents

Family Balance Sheet

Bank Statements - One nice thing (among many) about the electronic age is that banks keep statements online up to a couple of years. Our personal bank has statements online all the way back to 2006. Retirement/ Savings/Brokerage Statements -. This will help you avoid possible identity theft.

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Carnival of Financial Planning – Money Management Edition #236 – May 11, 2012

Prairie Eco-Thrifter

After all it was not the people who caused the problem so why should they suffer while the banks get off scot-free? Larry presents Identity theft protection posted at Objective Financial Planner , saying, “As a threat to your financial security, you should take the potential for identity theft very seriously.

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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

” Jen presents 6 Free Financial Resources & Tools to Improve Your Finances posted at Master the Art of Saving , saying, “If youre interested in monitoring or improving your finances, then you probably dont want to be spending money to do it. Open a savings account and put away 10 percent as a minimum.

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