No one wants to be ready to file a return right before April 15 only to realize they're missing a vital financial document.

Question: I have been helping my mother with sorting paperwork. Can you offer advice? Answer: I love paper: documents, mail, newspaper, magazines, etc. I love and enjoy reading it, and saving it. Do I ...

Finishing college, wrapping up an advanced degree or just starting out in a job or career can mean new milestones and opportunities. It also means managing all the paperwork — bank statements, tax ...

Monthly statements: Keeping your mortgage statements for one to three years is acceptable. However, if you're having problems ...

You know that ever-expanding mountain of bills, forms, receipts, coupons, and statements that collects on the kitchen counter (or the microwave, on top of the refrigerator, by the phone, etc.)? I once ...

Even once your tax return is turned in, do not run any documents through the shredder just yet. You will want to hang on to certain items, such as tax forms and supporting paperwork, in case of an ...

Once tax season is over, it’s tempting to contemplate pushing every document into a shredder and going on your way until next year. However, prematurely disposing of your tax documents can have ...

The U.S. financial services system is one of the most heavily regulated in the world. Our federal and state governments have dozens of agencies that regulate and oversee financial markets and ...

(WXIN/WTTV) — In today’s world of hackers and other cyber threats, we spend a lot of time talking about protecting usernames and passwords. However, there are still a lot of paper documents that are ...

It’s fine to get rid of monthly mortgage statements, but you should keep all your mortgage documents, including proof of title insurance and the promissory note, until your loan is paid off. Having ...

To buy out a leased vehicle and keep your RI plates, gather the required documents, including the title, bill of sale, lease agreement, and proof of insurance. Complete the Application for ...