Do you have old bills, receipts, or other important documents cluttering up your home that you’d like to get rid of? Join StackStone Wealth for a complimentary shredding event. A professional shredding company will be on site to shred your documents. This is your chance to dispose of outdated paperwork and help to ensure your personal information remains secure.
As you review your paper documents, consider if you can access these documents online. Look for documents that contain account numbers, birth dates, social security numbers, or other potentially identifying information. Below, we share some helpful tips on how long to keep different items.1
A Month or Less
- Credit card receipts
- Bank withdrawal and deposit slips
- Utility, cable, and cell phone bills (unless needed for tax purposes if you're self-employed)
1-Year
- Pay stubs
- Investment account statements
- Medical receipts
- Monthly bank and credit card statements
7 Years
- Tax returns including W2s, brokerage statements, tuition payments, and charitable donation receipts
Forever
- Annual statements for 401(k), IRA, Roth IRA and other investment accounts
- Mortgage records and other documents related to the purchase of your home
- Legal documents
- Receipts for home improvements (until you sell the property)
- Receipts for valuable personal property (to establish value in case of loss or damage)
- Automobile records (until you no longer own the vehicle)
- Estate planning documents
Explore other ways to organize, retain, and dispose of financial documents here.
How can a Financial Advisor help dispose of financial documents?
Our Shred Event provides a secure way to dispose of your sensitive papers. Professionals will be on-site to help ensure your documents are shredded securely. It's a great opportunity to declutter and help protect yourself from the risk of identity theft. Protect your personal information and join us at either event:
Lake Geneva Shred Event
Tuesday, May 21, 2024
9 am - 11 am
835 Geneva Pkwy N, Ste 2, Lake Geneva, WI 53147
Dubuque Shred Event
Friday, May 31, 2024
8 am – 11 am
6601 Boulder Brook Ct, Dubuque, IA 52003
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