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How Long Should You Keep Financial Documents

Family Balance Sheet

Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. Liabilities - sub-files would be Auto Loan, Credit Card, Mortgage, Student Loan, etc. This will help you avoid possible identity theft. Check for any discrepancies. Medical records should be filed by family member.

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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. Do you have thousands of dollars worth of student loan debt and/or credit card debt?

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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

Teacher Man presents Why Credit Cards Are Dangerous For Students posted at My University Money , saying, “I am on the record as having said that I believe students should sign up for credit cards. But this is not the same as not “being skilled. We all have skills. Insurance and Risk.

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