Financial Records

Personal Finance April 11, 2008 Print Friendly and PDF
financial papers money

Update debit and credit card information when you secure new cards and cancel old ones.

Order a free credit report annually from and keep a copy on file.

Update your annual net worth statement to help you assess your progress in reaching financial goals. Keep financial documents that indicate when you make changes in investment accounts.

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This work is supported by the USDA National Institute of Food and Agriculture, New Technologies for Ag Extension project.