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Record Retention

There are so many records, and not enough space. Is record keeping and record retention taking over your life? Do you keep every receipt, every insurance bill, every canceled check, and the warranty for the refrigerator that you sold 15 years ago? Most people are not sure how long to keep all of the financial records that they accumulate over the years.

You can't take everything with you, but which records need keeping and for how long? There are not any hard and fast rules regarding retention of financial records, but this guide provides suggestions about how long you might consider retaining your business, personal finance and investment information.


For more information, please contact:
Susanne Spinell Shuster, CPA , MST
215-564-1900 | info@asherco.com

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Asher & Company, Ltd. is one of the largest regional firms in Philadelphia serving clients locally, nationally, and internationally.