Our Financial Records Guide

If you are looking for guidance on which documents to keep and for how long, this resource is our gift to you!

Happy Record Keeping!

Annmarie and Marie

Disclaimer

We are not financial or legal professionals, so we cannot make specific claims about your documents. We recommend that you consult with your financial advisor or attorney for questions or concerns related to your household.

Our presentations and our work with clients focus on the management and organization of paperwork and is meant to provide general guidance based on our own personal and professional experiences.

Which Documents to Keep and for How Long

Following are links to the websites of well-known and reputable financial institutions with recommended guidelines:

Bank of America

https://bettermoneyhabits.bankofamerica.com/en/privacy-security/how-long-to-keep-documents-before-shredding

Forbes

https://www.forbes.com/advisor/personal-finance/financial-documents-what-to-save-what-to-throw-away/

Suze Orman

https://www.suzeorman.com/resources/record-keeping

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