The Nest Egg: Volume 18 Issue 2

How Long Should You Keep Your Papers?

Is your file cabinet bulging with another year’s worth of tax documents? Are you keeping every single bill, tax return, insurance invoice, medical documentation, contract and even the warranty for that 15-year-old coffee maker you don’t even own anymore? If you answered, “yes” to any of these questions then you are not alone. Many people are not sure how long to retain their financial records.

Click here to read our current newsletter, The Nest Egg, and get some specific guidelines about document retention.  

Also in this newsletter…

  • Ideas for your days at home
  • On the Bright Side of COVID-19
  • When this is over…

Don’t Forget…

  • Free Shred Event coming up on May 8th – Drop off your papers, in our office, between 8am-4pm.
  • Our lobby is currently closed, but we remain open and available to you!
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