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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. If you are not printing it, you should still review it closely for any discrepancies and unnecessary or incorrect fees.

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

Prairie Eco-Thrifter

Len Penzo reviews where he has spent his money the last 12 years. We personally use Quicken and we find it works great for reviewing our finances. 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? If you ask me, no.

January 124
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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? ” Liana presents Review: Bank of America’s New Travel Rewards Credit Cards posted at Card Hub , saying, “Bank of America just made travel a whole lot sweeter for their customers.

Money 113
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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

That would just be silly and… Jeffrey presents Money Rules Book Review: A Quick Guide to Finances posted at Money Spruce , saying, “I recently checked out the new book Money Rules: The Simple Path to Lifelong Security by Jean Chatzky. But its the hacks you dont hear about that can get you. .”

Money 133