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How Long Should You Keep Financial Documents

Family Balance Sheet

Are your financial documents piled up in the corner of your office or under your desk? Bank Statements - One nice thing (among many) about the electronic age is that banks keep statements online up to a couple of years. Our personal bank has statements online all the way back to 2006. Taxes with sub-files for each year.

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How to Freeze Your Credit

Savings Corner

Copy of tax documents, bank statements or utility bills. A smart view of your financial health Get a quick read on how you’re set up to meet expenses and money goals. You can do so with a credit freeze or fraud alert in place, but you’ll have to go in person to a Social Security office. Credit freeze or credit lock?

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