Shred Event

Document shredding event at Catholic Vantage Financial

Shred Event

On-site professional document shredding by Iron Mountain.


Community Shred -ONE DAY ONLY!

Date: Saturday, April 24, 2021 (may be subject to change)
Time: 9:00 a.m. – 1:00 p.m.
Location: Plymouth Branch 8817 Sheldon Road

Free event. Accepting donations to help families in need with our Christmas Angels through St. Vincent de Paul.

Suggested Items To Shred

  1. Bank, brokerage, and other general statements can usually be shredded after retaining for 3 years, unless needed to substantiate certain deposits or payments, cost basis of investments, warranties, or some other purpose.
  2. Many bills, invoices, deposit slips, canceled checks, receipts, and other sales and expense records can be destroyed after keeping for a 3 year period.
  3.  Tax documents such as W-2s, 1099s, 1098s showing deductible/creditable mortgage and/or educational expenses, Schedule K-1s, or other items which may show tax withholding should be kept for at least 3 years, although some of these documents (e.g., K-1s for investments) may be retained longer for alternative uses.
  4. Medical and dental expense statements can generally be destroyed after 3 years, unless needed for a non-tax purpose, including treatment or insurance reasons.
  5. Pay stubs can be shredded after 1 or 2 years, assuming there are no discrepancies when reconciled with annual Form W-2.

Make it a habit to do small things that are good for the environment. My Green Habits Checklist