Ep 70: What Important Documents Should You Keep?

Ever wonder what you should keep or what you can toss? Let’s discuss your important financial documents and how long you need them.

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The View From The Pinnacle

Ever wonder what you should keep or what you can toss? Let’s discuss your important financial documents and how long you need them.

Click the timestamps below to fast forward to certain points of the episode.

Thing’s You’ll Learn Along Today’s Journey

What kind of important documents do you really need? On today’s episode of the podcast, Sean talks through important financial documents you should have.

When it comes to your taxes, you should keep at least three years of state and federal tax returns along with supporting documentation on file. Things like your W-2, 1099, and year end statements from your bank should all be included. But if you’ve had to do an amendment or claim a loss? From Medicaid to Medicare to HSA documents, what do you need when it comes to healthcare?

Sean shares what else you need and where to keep them. Other legal documents you might need include your marriage certificate, passport, military discharge papers, and your mortgage. Consider where to store them in case something happens to you. You may want both physical copies and digital ones.

Your estate planning documents need to be easily accessed by the people who need it should the worst happen to you. Your will and trust, powers of attorney, and health directives may be helpful to have electronically as well as in paper copies to get to quicker.

If you have assets or debt, what documents do you need to keep? Since so much of it is electronic, what do you need to have and for how long? What kind of retirement account data do you want to track?

If you’re a business owner, you may have even more documents to keep on file. Sean lists some of the most important ones to remember to have handy and easy to find. If you have employees, you’ll also need to have records for their payroll.

Listen to the entire episode or skip ahead using the timestamps below.

0:26 – Sean’s enjoying summer time. 

1:11 – What tax documents should you keep on file?

2:59 – What healthcare documents do you need?

5:20 – What other legal documents do you need to keep?

7:34 – What asset or debt related documents do you have?

9:25 – What do business owners need to keep?

11:13 – What about your mortgage?  


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Looking Back From The Mountaintop

“We keep hard copies of everything in a safe but everything is also in our encrypted portal for our families.”

-Sean Lee


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For over a decade, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them.

As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local financial advisor on Utah’s NBC station, KSL 5.

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