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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 #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? Insurance and Risk Hank presents What Is Gap Insurance On Your Car And Why You Need It posted at Money Q&A , saying, “What is gap insurance? They do not like this austerity business one little bit.

Money 113
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P.E.P. for the Week of January 24-28, 2010- Adjustment Edition

Prairie Eco-Thrifter

Live Real, Now tells us how we can save money on anything from bills to insurance. 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? We personally use Quicken and we find it works great for reviewing our finances.

January 124
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Carnival of Personal Finance #316- Family Edition

Prairie Eco-Thrifter

Crystal from Stupid Cents talks 401k Allocation and where to put your money. Tom Drake from Canadian Finance Blog clarifies our Understanding of Term Life Insurance. Shawanda Greene from You Have More Than You Think presents Why’s It Got To Be All or Nothing? A Reverse mortgages has both advantages & disadvantages.&#.

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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

Insurance and Risk. Bob presents 401k Hardship Distributions: What you need to know posted at ChristianPF , saying, “Hopefully you don’t know what hardship distributions and hopefully you will never need to know. The key is to finding out what they are, then determining which are marketable!

Money 133
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Carnival of Financial Planning – Money Management Edition #241 – June 15, 2012

Prairie Eco-Thrifter

Insurance and Risk Mac Hildebrand presents What is catastrophic health insurance coverage? posted at Insurance Providers , saying, “From routine trips to the doctor to extended hospital stays, the average health care bill is $8,000 per year. Without insurance, this could literally break the bank for many people.

Money 124