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Document Retention Guide

Over the years it is very easy to start accumulating financial and legal documents. What’s not as easy is understanding if and when you can actually dispose of these documents. What is important to know is that documents don’t have to be kept in paper format and can be retained electronically. This helps keep down on the amount of stuff that can just accumulate over the years and can also help provide better security (assuming you are using strong unique passwords on your electronic devices).

Whether you are keeping documents in physical or digital form is completely up to you, but maintaining the records for the required timeframe is important to ensure that you are protecting yourself in the event of IRS audits, insurance claims, lawsuits, etc…

Good document retention and a plan for how to organize and access these documents is part of financial wellness and any good financial plan. At Thayer Financial we support our clients in creating strategies for securing their family’s important documents and providing structure on how to organize these documents.


Thayer Financial, L.L.C. (“Thayer Financial”) is a registered investment adviser offering advisory services in the State of North Carolina and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Thayer Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Thayer Financial, L.L.C., unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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