If you’ve ever stared at a growing pile of paperwork and wondered, “Do I really need to keep all of this?”—you’re not alone. Managing the never-ending accumulation of tax forms, healthcare records, legal documents, and financial statements can start to feel overwhelming.

To make things easier for you, we’ve put together a straightforward checklist to help you decide what’s essential to keep on file and what you can confidently dispose of.

• How many years of tax returns and supporting documents should you save?
• Which healthcare records are important to retain—and for how long?
• What documents related to assets and debts, such as bank accounts or student loans, are important to keep?
• Do you need to keep every investment account or retirement plan statement and disclosure?

This checklist covers the must-keep documents for tax, legal, healthcare, and financial matters, so you can confidently declutter your files:

What Documents Do I Need To Keep On File

While checklists and flowcharts can help you identify different opportunities, we are always available to meet with you to discuss your financial needs and goals, and to help identify what the best opportunities are for you.

This content is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

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