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 ...

In a world increasingly shifting to digital records, it can be tempting to toss paperwork as soon as it starts piling up. But before you feed the shredder or dump it all in a drawer, there’s a method ...

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 ...

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 ...