Even in a digital age, keeping our personal financial records organized is very important. There will be times when you’ll need to access your personal files, and it is nice to be able to immediately locate them and find exactly what you need. In this episode, Gary & Christy talk about filing personal documents, including tax returns, identification, and other pieces of evidence about major financial events. How long should records like these be kept? Where should we keep them? Listen to find out more!

Episode Resources

• https://www.forbes.com/advisor/personal-finance/financial-documents-what-to-save-what-to-throw-away/
• How Long to Keep Important Documents Before Shredding Them (bankofamerica.com)
• How Long to Keep Tax Records and Other Documents – Consumer Reports
• How Long Should You Keep Financial Records | Clever Girl Finance
• How to Organize Your Important Documents | RamseySolutions.com
• The 4 Best Home Safes in 2022 (insider.com)
• The Best Home Safes of 2022 | SecurityNerd