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Thank you to all of our clients who attended our shredding event!

Every year, Karn Couzens & Associates, Inc. hosts a free shredding event for all of our clients with catering from some of the areas best restaurants.  This is a safe, secure, and delicious way to discard old financial statements and confidential documents.  

Shred-it is a secure and safe way to destroy your personal and confidential documents.  We host this annual event

Jeffrey greets clients at the Shred-it truck

We suggest the following time frames to keep each document:

  • Pay stubs and bank statements (1 Year)
  • Tax records and receipts (7 Years)
  • Medical records and bills (1 Year after payment)
  • Social security statements (keep only the most recent)
  • Insurance policy statements (keep only the most recent)
  • Retirement plan statements (keep only the most recent)

Other documents to shred include anything with personal information such as; social security, bank account information, date of birth, address, passwords, PIN numbers, or signatures.

(Information above is a suggested timeframe for document retention as there may be instances where records should be kept longer. Always double check before shredding)

Bob and Lexie taking a break in one of the truckloads of documents we help safely discard! 

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