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Record Keeping

Recordkeeping Tips

  • Keep information in a safe place in your home or in a safe deposit box.
  • Keeping your files organized makes it easier for you to find information about your earnings and spending and to update important financial information.
  • Keep your tax records and any supporting documents for at least 3 years.
  • Don’t forget to send in your bill payments a few days before they are due to avoid late fees.