Showing posts with label receipts. Show all posts
Showing posts with label receipts. Show all posts

Sunday, August 5, 2012

To Keep or Not To Keep?

Contrary to the person in the cartoon, I don't like to keep papers any longer than I have to.

At the end of the year when it comes time to clear out a year's worth of bills, statements, receipts, etc. and prepare for taxes, I can never remember what's important to keep...and for how long.

Here is a handy checklist.

(Please be sure to check with your financial or accounting professional for any questions you might have.)

For more information on how A Stress-Less Transition, LLC can help you or an older adult, please visit our website.