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Storage Guidelines

Many of us are not sure how long to retain certain financial records; consequently, we often end up keeping boxes of documents that take up precious space.

We created a handout that shows how long you should store your common financial documents and the timeframes for keeping and/or destroying these documents.

If you take care of your financial documents in a timely manner, not only will you be able to free up space, you will also have accurate, up-to-date files that can be easily accessed.

PDF Download the Storage Guidelines Handout (46 KB)

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Storage Guidelines

Many of us are not sure how long to retain certain financial records; consequently, we often end up keeping boxes of documents that take up precious space.

We created a handout that shows how long you should store your common financial documents and the timeframes for keeping and/or destroying these documents.

If you take care of your financial documents in a timely manner, not only will you be able to free up space, you will also have accurate, up-to-date files that can be easily accessed.

PDF Download the Storage Guidelines Handout (46 KB)

FacebookTwitterLinkedIn

Storage Guidelines

Many of us are not sure how long to retain certain financial records; consequently, we often end up keeping boxes of documents that take up precious space.

We created a handout that shows how long you should store your common financial documents and the timeframes for keeping and/or destroying these documents.

If you take care of your financial documents in a timely manner, not only will you be able to free up space, you will also have accurate, up-to-date files that can be easily accessed.

PDF Download the Storage Guidelines Handout (46 KB)

FacebookTwitterLinkedIn