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 ...

Once tax season is over, it’s tempting to contemplate pushing every document into a shredder and going on your way until next year. However, prematurely disposing of your tax documents can have ...

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 ...

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 more that I would like ...

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 ...

DES PLAINES, IL - MARCH 15: Income tax form are seen at the Des Plaines Public Library March 15, 2005 in Des Plaines, Illinois. H&R Block, the world's largest tax services company, has served nearly ...

It’s a great question. As we get older and our financial life gets more complicated, it’s difficult to know how long to keep old financial records and paperwork and when it’s safe to get rid of them.

Buying a new house can involve paperwork, especially if you take out a mortgage. You may be overloaded with documents before, during, and after you close on your home. You may hesitate to toss ...

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 more that I would like ...

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 ...