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

Prairie Eco-Thrifter

I must say I am a fan of shorter mortgages. 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 don’t know about you but avoiding pissing off the revenue agency is always important to me. Watson Inc. If you ask me, no.

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