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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

Without insurance, this could literally break the bank for many people. ” Sam Puri presents Optimistic Stats Hide Deeper Debt Problems posted at Credit Card Help Topics Real Estate Miss T. Health insurance helps keep your health care costs lower by offering you various benefits in exchange for a premium.

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