What To Keep & What To Toss – Tax & Finance

Kent Forsey, CFP® Records to Keep, Tax Returns, Taxes

Every year, as I make my way through piles and files of receipts and statements, I question myself on what to keep and what to shred.  I know I am not alone in this obstacle. The idea is to toss out what you don’t need anymore, yet keep what you might need for taxes and accounting purposes. Here are some …