If you haven’t already opted to go paperless, you might be swimming in a flood of receipts, bills, pay stubs, tax forms and ...

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 ...

Mortgage statements and related documents are often needed for taxes, audits and legal purposes. Some paperwork, like monthly statements, can be discarded after a year, while others, such as deeds and ...

My wife and I recently moved homes in the area. As part of the moving process, we had to purge a lot of stuff that we no longer used. Our kids are now essentially grown up and moving is a good ...

Are Your Papers in Order? After going through the annual chore of filing tax returns, most people want to put the ordeal behind them. But before banishing the experience from memory, there’s one more ...

Home Personal Finance How to Store Your Financial Documents the Right Way A guide to what to keep, how long to keep it and how to store your financial records securely — whether you prefer paper files ...

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 ...

While it’s true that you want to keep essential records, don’t be afraid to toss out what you don't need. Here's your quick guide to what to keep and what to throw out after Tax Day. Some taxpayers ...