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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. Permanent home improvement bills should also be kept while you still own your home. Read more about receipts below.

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Start Saving Early for Retirement: Tips for Young People Just Starting Out

Prairie Eco-Thrifter

In a recent US survey of 1,153 retirees and workers, the results showed that nearly half (43%) had retirement savings of under $10,000, excluding their pension and home. With the population aging, there simply won’t be enough people working and paying taxes to fund any government support of retirees.

401K 261
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Yakezie Carnival October 16, 2011- Growth Edition

Prairie Eco-Thrifter

Tax Rebate Blog: How Much Can you Earn Before Paying Tax in 2011 Tax allowances and brackets change each year. This post shows highlights how much you can earn before you need to pay tax. The College Investor : Best Defensive Stock Sectors The best stock sectors for playing defense in a rough market.

October 200
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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. Sustainable Personal Finance tells us how they make healthy lunches from home and save. Personal Finance by the Book askes if we should borrow from our 401K? This week he talks about the income statement which is something we need to have in order to file our taxes.

January 124
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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

PFP presents Investment Asset Tax Location posted at Pasadena Financial Planner , saying, ” As you move your cash, bond, and stock financial assets into lower cost, more broadly diversified investment mutual funds and/or ETFs, you should also consider how to “locate” your investment asset allocation with respect to more optimal taxation.

Money 133
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Carnival of Financial Planning – Money Management Edition #236 – May 11, 2012

Prairie Eco-Thrifter

PFP presents Investment Tax Management posted at Pasadena Financial Planner , saying, ” As you move your cash, bond, and stock financial assets into lower cost, more broadly diversified investment mutual funds and/or ETFs, you should also consider how to “locate” your investment asset allocation with respect to more optimal taxation.”

Money 113
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Carnival of Personal Finance #316- Family Edition

Prairie Eco-Thrifter

It was during this rather taxing weekend that I was reminded of how great a loving family can be. A plan B is a must in any home. Often times, home buyers may not be aware that free money for a down payment on a house is still available for qualified buyers. Families are our rock, our support system, and our fans.