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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. Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement.

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P.E.P. for the Week of January 24-28, 2010- Adjustment Edition

Prairie Eco-Thrifter

I must say I am a fan of shorter mortgages. Moolanomy tells us how we can reach our savings goals by using virtual bank accounts. Personal Finance by the Book askes if we should borrow from our 401K? I don’t know about you but avoiding pissing off the revenue agency is always important to me. Watson Inc. If you ask me, no.

January 124
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Carnival of Personal Finance #316- Family Edition

Prairie Eco-Thrifter

Families are our rock, our support system, and our fans. Crystal from Stupid Cents talks 401k Allocation and where to put your money. This past weekend I headed out west with my husband, brother, and his girlfriend to help my parents move into their new house. Family is there when you need a hand or some advice.