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BVC #12 – Keeping Financial Documents [VIDEO]

In this latest video I take a step away from the whiteboard and talk about something my wife and I did over the weekend, we consolidated our financial and personal documents. We’ve been married for about a year and a half but never went through the process of consolidating all of our important documents. In this video, I talk about how we did some hardcore spring cleaning and how long you should be keeping financial documents.

As always, everyone has slightly different opinions and one opinion I respect is that of Jeff Rose, a Certified Financial Planner in Illinois [3]. Just a few short weeks ago he wrote about how long you should be keeping financial documents [4] so please read his advice as well.