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How Long Should You Keep Financial Documents

Family Balance Sheet

Are your financial documents piled up in the corner of your office or under your desk? So much is done electronically now, but there are documents where a paper copy is needed. Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. Check for any discrepancies.

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Yakezie Carnival October 16, 2011- Growth Edition

Prairie Eco-Thrifter

Stock Market Basics: How Does 401k work Understanding 401k is a must to help you save money for retirement purposes plus it also helps you save taxes and get more cash in your hands. Keeping your retirement account (and other documents) beneficiary designations up-to-date with an annual beneficiary review checklist.

October 200
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P.E.P. for the Week of January 24-28, 2010- Adjustment Edition

Prairie Eco-Thrifter

Personal Finance by the Book askes if we should borrow from our 401K? Make sure you are prepared with the right documents when claiming your gains. I wanted to use my money for other things. I had to remind myself that being debt free was the first step to fulfilling my dreams. If you ask me, no. Caring for Yourself/Others.

January 124
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What Can Go Wrong – Naming a Beneficiary

Prairie Eco-Thrifter

All of your estate planning needs to head in the same direction and should be reviewed in whole to insure that the distributions you intend to make are actually clear in the documents. Being the smart person you are, you you sign up for a 401K with company matching and do the right thing by starting to pump as much into it as possible.