Attention: Money 101 will no longer be available after May 31, 2021. After that time the Enrich financial literacy tool will be available at moving forward.
Upon course completion please contact Freddy Burciaga at for a certificate.

Taxes - Head Matters


9. Keeping Good Records

Use the list below to remind yourself what to keep and what you can discard.

Safe deposit box 

  • Birth certificates
  • Citizenship papers
  • Marriage certificates
  • Adoption papers
  • Divorce decrees
  • Wills
  • Death certificates
  • Deeds
  • Titles to automobiles
  • Household inventory
  • Veteran's papers
  • Bonds and stock certificates
  • Important contracts

Active File

  • Tax receipts
  • Unpaid bills
  • Paid bill receipts
  • Current bank statements
  • Current cancelled checks
  • Income tax working papers
  • Employment records
  • Health benefit information
  • Credit card information
  • Insurance policies
  • Copies of wills
  • Family health records
  • Appliance manuals and warranties
  • Receipts of items under warranty
  • Education information
  • Inventory of safe deposit box (and key)
  • Loan statements
  • Loan payment books
  • Receipts of expensive items not yet paid for

Dead Storage
All Active File Papers Over Three Years Old
Items to Discard

  • Salary statements (after checking on W-2 Form)
  • Cancelled checks for cash or non-deductible expenses
  • Expired warranties
  • Coupons after expiration date
  • Other records no longer needed 

Destroy all personal documents
It’s best to destroy all personal and financial documents with a shredder or at least by ripping them into small pieces. If this information falls into the wrong hands, you could be a victim of identity theft. Remember, most paper documents can be recycled.

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