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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. For other receipts from a credit card for example, groceries or gas, keep until you get your next statement to look for any errors.

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Seniors – Keep Your Allocations

Prairie Eco-Thrifter

I spend $100 a week now on groceries for the two of us. Examples of financial advisor suggestions that would have steered my family wrong: An estate trustee at a bank recommended selling off Chevron stock that my Aunt owned “because it is too risky”. I’ve ignored most of them, successfully to this point. Stocks were cheap.

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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? ” Liana presents Review: Bank of America’s New Travel Rewards Credit Cards posted at Card Hub , saying, “Bank of America just made travel a whole lot sweeter for their customers.

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