Financial Documents What to Keep Or Not
Financial documents play a crucial role in managing our personal and business finances. However, it is important to know which ones to keep and which ones can be discarded to avoid unnecessary clutter and ensure the security of sensitive information.
Remember, always consult with a financial advisor or accountant to determine the specific document retention requirements based on your individual circumstances and local regulations. It's also a good idea to keep digital copies of important financial documents in a secure location or cloud storage for easy access and backup.