FFG Shred Event
To our FFG clients, please take this opportunity between now and April 25th to drop off personal documents you wish to have shred.
All items will be held in a secure location in our office until the shredding truck comes on April 26th.
If you have any questions, please call the office at 919-876-4926 or email nicole@ffgplanning.com
Please see below on items of what to shred:
To be safe, shred anything with your social security number, bank account number,
credit card number or name and address. Shred new credit card offers and even old paid bills.
Below are some guidelines on what type of documents to keep and for how long:
|
Document |
How long to Keep |
|
Bank Statements and pay stubs |
1 year or for specific tax purpose |
|
Contracts |
Until updated |
|
Home Purchase and Improvement Records |
As long as you own the home and 6 years after you sell |
|
Insurance Policies |
As long as the policy is in force |
|
Investment Statements |
Keep the annual statements until you sell the investments |
|
Loan Documents |
Until you sell the item for which you took the loan |
|
Real Estate Deeds |
As long as you own the property |
|
Tax Records |
Keep for 7 years |
|
Warranties |
As long as you own the item |
|
Social Security Statements |
Keep the most recent statement |
|
Wills, POAs, Health Care directives, etc. |
Keep the most current version and shred any old versions |
|
Medical Records and Bills |
Keep for 1 year, in case of disputes |
We look forward to seeing you soon!