Tax filing deadlines inspire many of us to vow that we’re finally going to organize our papers. Start with understanding what should be kept, in what format and for how long. Then, set up a system to ...

This article is part of our “Get It Done” week on Morningstar.com: All week we will feature articles and videos offering guidance on ways to help tackle those nagging items on your financial to-do ...

Tax filing deadlines inspire many of us to vow that we’re finally going to organize our papers. Start with understanding what should be kept, in what format and for how long. Then, set up a system to ...

We all have spots in the house that are stacked with important documents yet to be filed. From receipts to bank statements ...

Is it tax time already? You may not want to admit it, but tax time starts well before the filing deadline. Your important tax forms start arriving in the mail in January. If you simply let them ...

You’d like to have all of your important financial documents organized, accessible, and stored in the cloud. But scanning documents can be time consuming and frustrating. As a result, many of us never ...