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How Long Should You Keep Financial Documents

Family Balance Sheet

However, you should print any canceled checks or year-end statements that you would need for tax purposes, ie - charitable contributions, home improvements, business expenses, mortgage payments, etc. If you are not printing it, you should still review it closely for any discrepancies and unnecessary or incorrect fees.

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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.

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

Prairie Eco-Thrifter

The Wisdom Journal tells us how we can avoid 57 tax mistakes. 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?

January 124