Documents - what to save, what to shred

[ny biker]

Well I'd say that's true about many of the questions posted on this forum. But I think responses I get here would be more reliable than something from a website that I know nothing about. Not to mention the different experiences and perspectives people have here -- someone might have learned from experience the difference between what you need to keep and what is optional but very useful.

Thanks.

[Blueberry]

I don't have specific advice for you on the documents, but wanted to offer a suggestion or two:

For many documents (mortgage statements included), I've started scanning them and keeping them electronically. If there's something you're on the fence about, I would scan and keep.

I would save the mortgage origination documents, scan the statements and notes. I would scan the health information and maybe start a word doc with information on what procedure when to help keep you up to date (and that way, it could be shared with a doc).