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 ...

Home upgrades can quietly add tens of thousands of dollars to your net worth, but only if you can prove what you spent and when you did the work. Without a paper trail, you risk losing tax breaks, ...

The warm weather these past two days reminds us spring is here. While you might be planning weekend projects for your garden or cleaning out the garage, it’s also a great time to get rid of old ...

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 ...

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 ...

Q. I have bought two properties over the years and each of them have been refinanced three or more times till now. I have so many legal papers stored, plus monthly bills, and I don’t know which I ...

How long should a person hang on to old receipts, stock records, tax returns and other financial documents? I have accumulated boxes full of such papers over the years and would like to get rid of ...

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 ...