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FREE GUIDE: How Long to Keep Financial Records

You’ve always heard that you should keep your financial records, but your home office is starting to get overcrowded. You've accumulated a lot of paper, and you probably want to know if you still need to keep it.

NOT SURE? Knowing how long to keep financial records can be confusing. Some records should be kept forever; others for a year or less. Knowing which information to keep is the first step: 

  • Taxes
  • Bank records
  • Investments
  • Bills and receipts
  • Safe deposit records

Get answers when you download our free guide.