How Long Should You Save Important Documents?

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Your Retirement Elevated Podcast

Business


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