How Long Should You Keep Your Documents?

The Principle:

Do you know how long you need to keep important documents? You might have boxes of documents you don’t need anymore. If that’s the case, come to the office for a shredding event on May 2nd! Then, later in this episode, Brian talks about what impacts your retirement plans and how unplanned events can cause an unexpected early retirement.

(Click the featured times below to jump forward in the episode)

Honest Takes:

[00:17] – Shredding Event On May 2nd

  • According to the IRS, you should keep your records for seven years.
  • At the office, from 3pm to 6pm. come out for shredded barbecue and shredding documents.
  • The event is complimentary, but RSVP at 540-266-3100 if you plan to be there.

[5:23] – Advice For An Early Retirement

  • Some people get laid off. Others face a health issue and are struggling to pay bills.
  • You never know what will happen.
  • You want a peace of mind when you meet with an advisor. You want to know your loved ones will be cared for.
  • The cost of healthcare and kids’ college impact retirement plans.
  • Sometimes people look into long-term care insurance.
  • Brian shares a client example of long-term care costs and how it changes their plans.

Today’s Truth:


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The Host:

Brian Bowen – Contact