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How Long Should You Keep Financial Documents

Family Balance Sheet

If you are not printing it, you should still review it closely for any discrepancies and unnecessary or incorrect fees. Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. You should keep any credit card receipts to match up with your statement. Read more about receipts below.

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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. 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. Personal Finance by the Book askes if we should borrow from our 401K? Watson Inc. asks if a 15 year mortgage is for everyone ?

January 124
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Why We Left Traditional Health Insurance

Family Balance Sheet

In October 2003, I left a career as a department store buyer with a nice paycheck, paid vacation days, 401k match, profit sharing, and health benefits, to pursue a life of self employment with my husband where all of those things are up to us. And this is when the junk hit the fan. I can’t believe it’s been that long.