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Should It Stay or Should It Go? What Financial Records You Need to Keep

www.veteransunited.com
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INGREDIENTS

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real estate

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agent tips

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developing a solid financial records management system help you and your loved ones navigate your personal and financial documents in case of a major life event

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how long

7

years from filing date

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as long as you own the property

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easy access vs long term storage

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1907

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saving & budgeting

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credit & debt

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education & career

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military spouse

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military life

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should it go? what financial records you need to keep

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by

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jeff ousley

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published on

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october

8

2013

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what to keep

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document

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bank statements

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year

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tax records

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home purchase/improvement records

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auto/home insurance

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until you renew the policy

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credit card statements

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until paid

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contracts

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until updated

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will/trusts

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until updated

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receipts

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until you sell/discard the item

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service contracts/warranties

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until you sell/discard the item

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birth certificates

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social security cards

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marriage license

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education records

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military service records

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household inventory

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life insurance policies

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taking the time to keep your paperwork current will pay dividends down the road as it becomes much easier to remain organized

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bills/bill payment receipts

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bank statements

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employment records

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health records

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insurance policies

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password list

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original copies

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keeping documents safe