Keep or Toss: Tips for Organizing Financial Records
Get can’t-miss family activities sent to you!
Get the Best Kid-Friendly Activities
Sent to You Weekly!
Credit card contracts and other loan agreements: Keep for as long as the account is active, in case you have a dispute with your lender over the terms of your contract.
Documentation of your purchase or sale of stocks, bonds and other investments: Retain these while you own the investment and then seven years after that.
To avoid becoming a victim of identity theft, be sure to shred any document that contains a Social Security number, bank account number or other personal information (especially financial information), before tossing. Click here for additional information on protecting yourself from identity theft.
About BBB Serving Metropolitan New York
For more than 100 years, Better Business Bureau has been helping consumers find businesses, brands and charities they can trust. In 2012, consumers turned to BBB 124 million times for Business Reviews on more than 4.5 million companies and Charity Reports on 11,000 charities, all available for free at bbb.org. The Council of Better Business Bureaus is the umbrella organization for 113 local, independent BBBs across the United States and Canada, as well as home to its national programs on dispute resolution and industry self-regulation. The BBB Serving Metropolitan New York was founded in 1922. Please visit newyork.bbb.org or bbb.org for more information.