How Long Should I Keep My Financial Statements?
Do you know where all your paperwork is?
Bodnar Financial has dubbed 2022 the Year of the Catch-Up. We are focused on crossing off those pesky to-do’s that have been on our list since before the pandemic. For many of us, this includes cleaning out our personal financial records at home.
- What financial records and personal paperwork should I keep?
- What records and paperwork should I throw away?
- What e-statements should I print out and store in my records?
For your convenience, we’ve made a “cheat sheet” of how long to keep important financial and personal records. You can access the Record Retention Cheat Sheet here.
The opinions expressed in this material do not necessarily reflect the views of LPL Financial and are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.