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How Long Should You Keep Financial Documents

Family Balance Sheet

It got to the point where I couldn't close the drawers of my filing cabinet, so I took some time to weed them out. Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. Insurance - sub-files would be Auto, Health, Home-Owners, Life, etc. Check for any discrepancies.

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Carnival of Personal Finance #316- Family Edition

Prairie Eco-Thrifter

Nicole from Nicole and Maggie: Grumpy Rumblings of the Untenured tells her story about giving Self Serving Donations. Crystal from Stupid Cents talks 401k Allocation and where to put your money. Yes I know summer just arrived but he has a point. Telling ourselves we can’t do something is just an excuse to not try.