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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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Should You Invest In A Rising Market?

Prairie Eco-Thrifter

Unfortunately, to move them, I had to cash some the investments out in the 401K, leaving me with quite a few funds to get back into the market. My Predicament. I retired in 2010 (yeah!). I moved my retirement savings from two company plans into an IRA. What do you think the market will do in the next 10 years? What strategy are you using?

Economy 187
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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

Anisha Sekar presents Data Breaches and Identity Theft: How Much You Could Lose posted at NerdWallet , saying, “Thankfully, in the case of a data breach like Global Payments, your bank or credit union will shoulder most of the burden of keeping you safe, letting you know if your account is compromised and issuing a new card if necessary.

Money 133
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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? MR presents Is Now The Time To Buy Real Estate? posted at Money Reasons , saying, “With the low mortgage rates, is this the perfect time to buy real estate? Can you blame them?

Money 113
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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.

Money 124