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Keep, Toss, Shred or Scan: An Updated Guide to Record Retention

Record retention is one of the most important actions everyone should take, but few do properly. This Ebook will outline tax documents, common personal documents and their suggested retention schedules.

Once you've read this Ebook, you will better understand: 

  • Which documents you can safely keep

  • Why it is important to keep certain documents a specific number of years

  • Which documents will be beneficial to store in-house versus in a safe deposit box

  • What you can do right now to organize your documents, keeping what is necessary and the peace of mind knowing for how long

Plus, you will learn how to protect your documents stored and saved with earlier technology and how to reduce your risk of identity theft.  

To download your free Ebook, simply fill out the form to the right. Keep, Toss, Shred or Scan is one click away!