Reliant Capital Management

It's the start of a whole new year which means it's also a great time to get rid of old documents that you no longer need to hold on to... Check out this article to find out how long you should keep each type of financial document. Keep in mind that if you still need to file for previous tax years, you may want to extend these time frames until you've gotten your specific situation resolved.

Always remember to shred anything with your social security or account number(s) on them when you no longer need them. If you don't have a shredder, feel free to bring those documents to our office for confidential shredding services.

📣 HERE'S TO A HAPPY AND PROSPEROUS NEW YEAR!!! 📣

How Long Should You Keep Financial Records? The beginning of the year is a great time to organize records and discard old documents to make room for new ones.