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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. This will help you avoid possible identity theft. Read more about receipts below.

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

Prairie Eco-Thrifter

Larry presents Identity theft protection posted at Objective Financial Planner , saying, “As a threat to your financial security, you should take the potential for identity theft very seriously. MR presents Is Now The Time To Buy Real Estate? I find myself looking more and more often.

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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

That would just be silly and… Jeffrey presents Money Rules Book Review: A Quick Guide to Finances posted at Money Spruce , saying, “I recently checked out the new book Money Rules: The Simple Path to Lifelong Security by Jean Chatzky. Real Estate. But this is not the same as not “being skilled.

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