Bel Air, Maryland Financial Planner Discusses How Long to Keep Financial Records

Bel Air, Maryland financial planner Kirk Kinder, CFP® discusses how long you should hold onto various financial documents and records. Many folks have folders filled with paperwork, and most people don't know what they need and don't.
 
BEL AIR, Md. - Aug. 6, 2013 - PRLog -- Kirk Kinder, CFP® discusses how long you should hold onto various financial documents and records. Many folks have folders filled with paperwork, and most people don't know what they need and don't. In this link, people will discover how long to keep:

- tax returns

- brokerage statements

- bank statements

- auto and home information

Picket Fence Financial is a fee-only, NAPFA registered firm with offices in Bel Air and Towson, Maryland. To view the video, please visit:

http://www.picketfencefinancial.com
or call 410-878-2999.

Kirk Kinder, CFP® started Picket Fence Financial with the goal of saving folks from Wall Street. Kirk has been quoted in several financial publications including the Wall Street Journal, Kiplingers, Money Magazine, Smart Money, to name a few. He has also been featured on the local Fox, ABC, and NBC affiliates in Baltimore and Tampa. Kirk specializes in the use of Exchange Traded Funds (ETF). He speaks at ETF conferences frequently and contributed to a text on ETFs, "Exchange-Traded Funds: Conceptual and Practical Investment Approaches."
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Tags:Bel Air, Maryland, Towson, Financial Planning
Industry:Financial
Location:Bel Air - Maryland - United States
Subject:Services
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