“General tax return documents should be kept at least three years,” Stranger said. “But it can be good to keep records for seven years, because the IRS could go back that far if there are certain ...

Many organizations are digitizing more and more of their operations and files. From cloud storage to online signing platforms, it's easier than ever to scale back the use of printed documents. However ...

CONSUMER INVESTIGATOR BRIAN ROACH HAS THE ANSWER. SO HERE’S THE QUESTION, FOLKS. KEEP IT SHREDDED OR LOCK IT UP. YOU’VE GOT PILES OF PERSONAL DOCUMENTS, BUT YOU’RE NOT SURE WHAT TO DO WITH THEM. SO ...

Managing personal finances is stressful, and many people are glad to let their spouse take the lead on paying bills, filing taxes, managing investments and the like. However, when preparing for ...

Add Yahoo as a preferred source to see more of our stories on Google. Bank statements, credit card bills, tax papers — it’s amazing how many different types of financial documents we live with, even ...

In a recent LinkedIn poll by chartered financial analyst Sara Grillo, 39% of 221 respondents felt the best time for clients to bring in documents is after the first meeting with a financial advisor.

Looking at your desk, counter or kitchen table, you may be overwhelmed by the stacks of paper that keep getting taller. It probably seems like you get a new bill, bank statement or piece of ...

Certified Financial Planner Michelle Buria, the Managing Director of Choreo, has some guidelines for how long people need to keep financial documents around. “A lot of records now are electronic, and ...

— -- Q: I'd like to read financial statements issued by companies more closely, but find the SEC's website difficult to navigate. Are there any other ways to access company reports? A: Annual ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...