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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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Carnival of Financial Planning – Money Management Edition #241 – June 15, 2012

Prairie Eco-Thrifter

No Biggie, As Long as You’ve Got Your Phone posted at Wallet Blog , saying, “Like the idea of using your smartphone for everything, but would rather use cash than make contactless payments and lose track of your budget? Without insurance, this could literally break the bank for many people. Well, not to worry.

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