article thumbnail

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. This is very important and something that I learned while researching for this post. Check for any discrepancies.

article thumbnail

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? Frank Pinter presents No Load Bond Funds posted at Cheapest Bond Funds , saying, “Investment research overwhelmingly shows that lower cost fixed income funds tend to yield higher bond investing returns.”

Money 113
article thumbnail

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. This no load index fund was listed as one of the top 25 lowest cost index mutual funds in a research study.” Health insurance helps keep your health care costs lower by offering you various benefits in exchange for a premium.

Money 124