Getting By

Does this sound familiar—your spouse asking you where you put that IMPORTANT receipt which they need in order to get the taxes done? Tax season can be stressful finding the necessary records from a year ago. Have you sworn to yourself every year during this time you will keep better records for next year? But, it never really ends up the way you hoped? There are also the questions of “How much and how long do I keep the records?” or “What records are necessary to keep?”

Just like other important records such as health information, keeping financial records are also a vital. They are a key to y...