How Long Should You Save Important Documents?

Clients often ask us how long they need to keep important documents on file. Today, we’re sharing a checklist of what you need to save and why.

 

Read more and get additional financial resources here: https://wp.me/paeENs-ca 

 

What we discuss on this episode: 

7:15 – Taxes

8:54 – Health care

9:54 – Legal

11:13 – Assets and debts

12:55 – Other documents