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Tag Archives: how long

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Shred immediately, one year, seven years or to keep forever

Many clients and friends have asked me which personal papers they need to save and for how long.   The Federal Trade Commission has a nice one-pager on this subject. You can use this as … Continue reading →

Posted on May 6, 2015 by elesheva

Asking your bank what to stash and what to trash (or shred)

Lots of people I know, especially those who grew up during the depression era or were taught about money by those who did, were told that when it comes to financial documents, you save EVERYTHING. … Continue reading →

Posted on July 31, 2013 by elesheva
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