Your Retirement Elevated Podcast

How Long Should You Save Important Documents?

July 15, 2021

Clients often ask us how long they need to keep important documents on file. Today, we’re sharing a checklist of what you need to save and why.

 

Read more and get additional financial resources here: https://wp.me/paeENs-ca 

 

What we discuss on this episode: 

7:15 – Taxes

8:54 – Health care

9:54 – Legal

11:13 – Assets and debts

12:55 – Other documents