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How Long Should You Keep Financial Documents

Family Balance Sheet

Any bills for big purchases like jewelry, appliances, computers, etc, should be kept permanently for insurance and warranty purposes. Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. Insurance - sub-files would be Auto, Health, Home-Owners, Life, etc.

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Seven Retirement Lessons Learned

Prairie Eco-Thrifter

Health insurance is a bit more pricy than when employed, but less than a lot of other people pay. Our alternate income streams include an inherited IRA, real estate rental income and dividends/interest from investments. However, I haven’t learned this lesson too well, as I still have the second plan, which is a 401K.

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

Prairie Eco-Thrifter

Insurance and Risk Hank presents What Is Gap Insurance On Your Car And Why You Need It posted at Money Q&A , saying, “What is gap insurance? Gap insurance is a type of car insurance policy that is designed to cover the gap between what the value of your car actually is, and what you owe on the vehicle.

Money 113
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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

Insurance and Risk. Real Estate. FamilyMoneyValues presents Real Estate Business Opportunities posted at Family Money Values , saying, “Have you ever wished for a way to dip your toes into the real estate arena without totaling committing your body and soul to it? We all have skills.

Money 133
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Carnival of Financial Planning – Money Management Edition #241 – June 15, 2012

Prairie Eco-Thrifter

Insurance and Risk Mac Hildebrand presents What is catastrophic health insurance coverage? posted at Insurance Providers , saying, “From routine trips to the doctor to extended hospital stays, the average health care bill is $8,000 per year. Without insurance, this could literally break the bank for many people.

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