One of the most common questions our clients ask is how long and where to keep important financial documents. It’s a great question, and once you’re organized, you’ll be prepared the next time you need to find a specific record.

How Long Do I Keep That? Is our simple guide to help you make decisions, organize, and secure your financial paperwork.

In the mood for spring cleaning?

If the organizing process leaves you with a lot of documents that need shredding before they’re recycled, bring them to our Shred Day event in March.

Details below:

Spring Cleaning  

Shred Day Event 

Saturday, March 18 

10:00 a.m. – 2:00 p.m. 

At The Hurley Building  

275 West Third Street 

Vancouver, WA 98660 

Shred NW will be outside the Johnson Bixby and Integrated Tax Services offices on Saturday, March 18, to help you safely dispose of your confidential documents.

Limit: up to two banker boxes, or grocery bags of documents per household. Do NOT bring 3 ring binders or cardboard. Paper with typical filing fasteners (paperclips, binder clips, hanging file folders, rubber bands and staples) are accepted.

Open to the public – first come, first served! 

As always, if you have any questions, please don’t hesitate to reach out to your financial planner. We’re happy to help!