Certified Financial Planner Michelle Buria, the Managing Director of Choreo, has some guidelines for how long people need to keep financial documents around. “A lot of records now are electronic, and ...
CONSUMER INVESTIGATOR BRIAN ROACH HAS THE ANSWER. SO HERE’S THE QUESTION, FOLKS. KEEP IT SHREDDED OR LOCK IT UP. YOU’VE GOT PILES OF PERSONAL DOCUMENTS, BUT YOU’RE NOT SURE WHAT TO DO WITH THEM. SO ...
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How to Store Your Financial Documents the Right Way
Looking at your desk, counter or kitchen table, you may be overwhelmed by the stacks of paper that keep getting taller. It probably seems like you get a new bill, bank statement or piece of ...
Bank statements are the kind of paperwork that quietly piles up until a drawer will not close or a downloads folder turns into a maze. Knowing exactly how long to keep those records, and when it is ...
Mortgage statements and related documents are often needed for taxes, audits and legal purposes. Some paperwork, like monthly statements, can be discarded after a year, while others, such as deeds and ...
Throughout a lifetime, each of us will accumulate a small mountain of documents, paperwork that is often carelessly tossed in a drawer and then, perhaps, eventually discarded. Though much of this ...
Take a look at these financial documents to avoid carrying around — all of which could put you at risk for fraud or identity theft if lost or stolen.
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Bills, mortgages, bank statements, brokerage statements, credit card statements -- being an adult certainly does require a lot of paperwork. To keep your paper trail under control, it's important to ...
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