The Agent of Wealth
Financial Documents: What to Save and How Long to Keep Them
As spring breathes new life into our surroundings, it’s time to dust off more than just the cobwebs in our homes. In this episode of The Agent of Wealth Podcast, host Marc Bautis answers one of the most commonly asked questions this time of year: What financial documents should I keep on file, and for how long?
In this episode, you will learn:
- The documents you must keep indefinitely, including legal, personal, and financial records.
- How long to keep tax-related documents and records.
- Practical storage solutions for both paper and electronic records.
- Best practices for disposing of old financial documents.
- Strategies for streamlining your document management process.
- And more!
Resources:
Episode Transcript & Blog | Download the Checklist | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
As spring breathes new life into our surroundings, it’s time to dust off more than just the cobwebs in our homes. In this episode of The Agent of Wealth Podcast, host Marc Bautis answers one of the most commonly asked questions this time of year: What financial documents should I keep on file, and for how long?
In this episode, you will learn:
- The documents you must keep indefinitely, including legal, personal, and financial records.
- How long to keep tax-related documents and records.
- Practical storage solutions for both paper and electronic records.
- Best practices for disposing of old financial documents.
- Strategies for streamlining your document management process.
- And more!
Resources:
Episode Transcript & Blog | Download the Checklist | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call