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How Long Should You Keep Financial Documents

Family Balance Sheet

For other receipts from a credit card for example, groceries or gas, keep until you get your next statement to look for any errors. Some examples: Assets - with sub-files like your checking, savings, retirement, etc. This will help you avoid possible identity theft. Retirement/ Savings/Brokerage Statements -.

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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

Anisha Sekar presents Data Breaches and Identity Theft: How Much You Could Lose posted at NerdWallet , saying, “Thankfully, in the case of a data breach like Global Payments, your bank or credit union will shoulder most of the burden of keeping you safe, letting you know if your account is compromised and issuing a new card if necessary.

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