Apr 10, 2015 ... Here's a list of financial records and an explanation of how long to ... how long
you should keep personal finance and investment records on file ...
Sales Receipts (Unless needed for tax purposes and then keep for 3 years) ...
Medical Bills and Cancelled Insurance Policies; Records of Selling a House ...
And what is the best way to safeguard all that personal data? ... You should also
keep permanent records of major financial events such as legal filings or ... A
good rule of thumb on how long to keep documents: If a document verifies a
piece of ...
You also need to save records pertaining to your house as long as you live in it.
... Daily money managers tend to have a background in accounting, finance or
law, ... what trips you went on and other useful and interesting aspects of
How do they decide where to store and keep such records and papers? ... can
alter plans too---for example, divorce or separation, children reaching legal age,
a long illness, a lawsuit, ... Some of your important papers, such as investments,
are of a business or financial nature. ... A system for personal records is a
Jan 26, 2014 ... If you haven't been traumatized by an IRS audit, you probably don't keep much
financial documentation. If you have, you are probably terrified ...
Jun 13, 2014 ... But how long should you keep them? ... Credit card and bank account statements
: Save those with no tax ... or other personal information (especially financial
information), shred it to avoid becoming a victim of identity theft.
This is the time to create a system to organize your financial records that will
make the whole ... anything that contains more personal information than you can
find in the phone book. ... (See chart: What records to keep, how long to keep
Mar 24, 2010 ... I'VE long been a pack rat when it comes to saving financial documents. I have a
file cabinet full of old cellphone and credit card bills, brokerage ...
Jan 1, 2016 ... Clark Howard shows you how long to keep your personal files and records on