• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Money Plan SOS Personal Finance

Helping you Pay Attention, Not Interest™

SUBSCRIBE FOR FREE

  • Apple Podcasts
  • Google Podcasts
  • Spotify
  • Pandora
  • Stitcher
  • Podcast RSS
  • TuneIn
  • iHeartRadio
  • Overcast
  • Pocket Casts
  • Castbox
  • RadioPublic
  • Subscribe by Email
  • Podchaser
  • RADIO.com
  • Player FM
  • breaker
  • Home
  • Podcast EpisodesA downloadable internet radio show to help everyday Americans pay attention, not interest. No high-brow financial discussions here, this is everyday stuff we should have learned in school or financial topics we need to know about.
    • Dave Ramsey’s Baby Steps Series
  • Blog
  • About Steve and MoneyPlan SOS
    • My story of debt freedom
  • Contact
    • Guest Posting
You are here: Home / Podcast Episodes / How long do we keep this stuff?

How long do we keep this stuff?

By Steve Stewart on July 12, 2012

How long do we keep this stuff?

Podcast: Play in new window | Download

Listen to the Episode Below (00:29:47)
0.75x
1x
1.25x
1.5x
2x
0:00
00:29:47
  • How long do we keep this stuff?
Apple Podcasts/iTunesGoogle PodcastsSpotifyAmazon MusiciHeart RadioTuneIn RadioDownloadShare
Leave a ReviewListen in a New WindowSoundCloudSubscribe on AndroidSubscribe via RSSSpotifyPlayer Embed
Powered by the Simple Podcast Press Player

Professional Organizer, Diana Leutkemeyer, helps people organize their homes and businesses streamline their filing systems.

So, as an individual I asked her how long do we keep tax returns?

Where should we store important documents?

What in the world should I do with all these digital pictures?

Diana explains the benefits of how organization helps her deal with stress and how she helps others who just don’t have the time to keep things organized.

Some of the highlights:

  • Get all the paperwork in one area
  • Decide what to file, toss, or decide what are the “action items”
  • Use Online BillPay (usually free with your local bank) to reduce paperwork
  • Don’t use a safety deposit box for souvenir items
  • Printed copies of photos are the best backup

How long to keep paperwork:

Monthly bills: 1 year

Tax returns: 7 years or longer

Real Estate receipts and documentation: Forever

Retirement/Investment: Quarterly until year-end statement arrives

Paystubs: During the year until W-2 arrives

 

Cool products to help protect, store, and organize:

The Vital Records PortaVault system

Shutterfly (store photos online for free)

The PictureKeeper digital photo storage device


 

Listen to the Episode Below (00:29:47)
0.75x
1x
1.25x
1.5x
2x
0:00
00:29:47
  • How long do we keep this stuff?
Apple Podcasts/iTunesGoogle PodcastsSpotifyAmazon MusiciHeart RadioTuneIn RadioDownloadShare
Leave a ReviewListen in a New WindowSoundCloudSubscribe on AndroidSubscribe via RSSSpotifyPlayer Embed
Powered by the Simple Podcast Press Player

Reader Interactions

Comments

  1. ontargetcoach says

    July 16, 2012 at 6:45 pm

    Might want to keep key investment statements if you’ve got complicated cost basis to figure out or scan and store on Evernote. 

Primary Sidebar

Copyright © 2023