Still Financial Clutter in the Digital Age


I found a good and rather timely article in USA TODAY from The Arizona Republic about what to do with some of the dated financial documents that a lot of folks hold on to. It also has some good tips about how to store electronic data.

What to Keep and What to Toss

I would like to continue the theme that I started last week with “Valuing Your Valuables” of getting our financial homes in order. This week I will discuss which documents should be kept and for how long. From time to time, it is a good idea to review your financial record-keeping method and refine it. Chances are good that it’s time to purge some of your old records.

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