Do you have open bank accounts that you forgot? Account statements everywhere? 2020 is almost here and the new year is the perfect time to take advantage of your financial mess. The Westport Federal Credit Union offers tips for getting started.
It is always useful to try to store most of the data electronically. Regardless of whether you do it or receive printed copies, here is a list of the items to be recorded and their duration.
1 year
- Pay stubs
- electricity bills
- Checks canceled
- bank statements
- Quarterly investment statements
3 years
- medical bills
- Sales documents (house, warehouse)
- Annual investment declarations
7 years
- Income tax return and related documents
- Loans satisfied
- Student loan files
disappointing
Make a list of your financial accounts (all assets and debts): Explore everything and make a list of all accounts, assets and debts. This way you can see it visually and determine what needs to be ordered.
Put Old Credit Cards Aside: At Westport Federal Credit Union, we offer a weak and strong Visa credit card for only 11.99% to help you consolidate and save money.
Destroy old bank statements: You should first try to provide electronic bank statements. This not only harms your finances, but also protects the environment and enables online access around the clock. Sign up for electronic bank statements directly from your online account and sign up for up to 7 years.
If you don't want to receive electronic statements, you can destroy your previous statements every year.
If you need help getting along with your bills, fill out a 24/24 and 7/7 loan application , or stop asking our whatevah ready and its on track to pay off your debts! Secure your financial future with us.
Aucun commentaire:
Enregistrer un commentaire