De-Clutter Your Financial Records

Staying Organized

If you keep hundreds of financial documents on hand, the mountain of paper can be overwhelming and unnecessary. Here is a guide to help you shrink your stacks of paperwork to a manageable proportion. 

Document Type Discard After
Credit card bills One month (or six years if it supports your tax return)
Receipts End of warranty
Medical bills One year
Pay stubs You get your W-2
Tax return support documents Six years after return is filed
Stock, bond, fund statements Six years after return is filed
Tax returns Never

Only deposit products are FDIC insured.

The information provided is not intended to be legal, tax, or financial advice or recommendations for any specific individual, business, or circumstance. TowneBank cannot guarantee that it is accurate, up to date, or appropriate for your situation. Financial calculators are provided for illustrative purposes only. You are encouraged to consult with a qualified attorney or financial advisor to understand how the law applies to your particular circumstances or for financial information specific to your personal or business situation.

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