For each of the following records, check the column to indicate the length of time the item

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For each of the following records, check the column to indicate the length of time the item should be kept. “Short-time period” refers to less than five years.

Document

Short time period

Longer-time period

Credit card statements



Mortgage documents



Receipts for furniture, clothing



Retirement account information



Will



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Focus On Personal Finance

ISBN: 9780077861742

5th Edition

Authors: Jack R. Kapoor, Les R. Dlabay Professor, Robert J. Hughes, Melissa Hart

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