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

In a recent LinkedIn poll by chartered financial analyst Sara Grillo, 39% of 221 respondents felt the best time for clients to bring in documents is after the first meeting with a financial advisor.

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 ...

Many organizations are digitizing more and more of their operations and files. From cloud storage to online signing platforms, it's easier than ever to scale back the use of printed documents. However ...

Those credit card offers, insurance policies and other financial documents piling up in your home are more than just inconvenient; they're a potential identity theft and fraud risk. Keeping certain ...

Dear Savvy Senior: Is there a rule of thumb on how long someone should keep their old financial paperwork? I have file cabinets full of old receipts, bank and brokerage statements, tax returns and ...

— -- Q: I'd like to read financial statements issued by companies more closely, but find the SEC's website difficult to navigate. Are there any other ways to access company reports? A: Annual ...