| Information
|
Applies to me
|
| Bills to be paid—keep these together in order of due dates
|
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| Bills paid—in case you need them for tax purposes or for some other reason
|
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| Checking account—save your bank statements for at least six years
|
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| Government assistance—payments from Social Security or other government
programs
|
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| Insurance—this includes medical, life, car, and homeowners' or renters'
insurance policies
|
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| Loan records—student loans, car loans, lines of credit, etc.
|
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| Credit card records
|
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| Receipts for major purchases (for example, wheelchairs or computers)
|
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| Product warranties
|
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| Savings accounts
|
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| Investment accounts
|
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| Income tax returns (indefinitely) and paycheck information (for six years)
|
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| School—keep information about courses, grades, scholarships, and financial aid
|
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| Employment info (starting and ending dates, salary records, and employer contact
information)
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|
