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Managing Your Account
Whether you keep hard copies or use a digital solution for your important documents, it’s easy to end up with a mountain of paperwork, statements, and forms. While some items such as your will or a Social Security card seem like obvious contenders in the “keep forever” pile, it can be much harder to determine how long you need to hang on to credit card statements and medical bills.
In a nutshell, you don’t need to keep as many documents as you might have imagined.
If you have items you’re deducting on your tax return, such as medical expenses, purchases, utility bills, and other expenditures, you’ll want to hang on to those important papers.
Luckily, there is a lot of good information out there to help guide you in managing all your documents that come into your life. Here are some ideas from Consumer Reports to get you started:
Invest in a firebox or a safety-deposit box for:
Remember to discard your important documents in a secure manner to avoid nightmares such as identity theft. If you are using digital storage, make sure you store these in a safe, secure and accessible place, such as a password-protected external hard drive.
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