Comments on: Organizing Your Finances and Paperwork https://trueassisting.com/organizing-your-finances-and-paperwork/ Giving You The Luxury Of Time Tue, 30 Dec 2025 21:03:00 +0000 hourly 1 https://wordpress.org/?v=6.9.4 By: Anonymous https://trueassisting.com/organizing-your-finances-and-paperwork/#comment-284 Mon, 19 Apr 2021 15:36:37 +0000 https://staging.trueassisting.com/?p=1898#comment-284 Love this post! Thanks so much for sharing it šŸ™‚

]]> By: Title Description https://trueassisting.com/organizing-your-finances-and-paperwork/#comment-283 Mon, 19 Apr 2021 14:16:49 +0000 https://staging.trueassisting.com/?p=1898#comment-283 This is a great post! Thanks so much for sharing!

]]> By: dtrue05 https://trueassisting.com/organizing-your-finances-and-paperwork/#comment-272 Mon, 05 Apr 2021 11:51:44 +0000 https://staging.trueassisting.com/?p=1898#comment-272 In reply to Chris Byers.

Thank You!

]]> By: Chris Byers https://trueassisting.com/organizing-your-finances-and-paperwork/#comment-270 Fri, 05 Mar 2021 17:50:33 +0000 https://staging.trueassisting.com/?p=1898#comment-270 Impressiveļ¼Thanks for the post

]]> By: Denise https://trueassisting.com/organizing-your-finances-and-paperwork/#comment-229 Wed, 23 Sep 2020 00:09:05 +0000 https://staging.trueassisting.com/?p=1898#comment-229 In reply to Paula.

Bank statements should be kept for one year unless needed for taxes/IRS, which then should be kept for three years. The IRS can audit back three to six years. Insurance paperwork can be purged annually only if it isn’t associated with a claim and the same for medical. Still, with certain special circumstances or claims, I’d keep anything that’s deductable for business expenses.

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