Storage Guidelines

J. Abigail Mason Wealth Planning

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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