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BVC #12 – Keeping Financial Documents [VIDEO]

Posted By Jim On 05/21/2009 @ 7:10 am In Personal Finance | 17 Comments

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.


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[3] Jeff Rose, a Certified Financial Planner in Illinois: http://www.goodfinancialcents.com/certified-financial-planner-il-illinois/

[4] keeping financial documents: http://www.goodfinancialcents.com/how-long-should-you-keep-bank-financial-tax-statements/

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