Take a look at these financial documents to avoid carrying around — all of which could put you at risk for fraud or identity ...

No one wants to be ready to file a return right before April 15 only to realize they're missing a vital financial document. Nor does anyone want to pass away, only to send their heirs in a scramble ...

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 ...

Add Yahoo as a preferred source to see more of our stories on Google. Bank statements, credit card bills, tax papers — it’s amazing how many different types of financial documents we live with, even ...

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 ...

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.

WALNUT CREEK, Calif. (KGO) -- How long should you keep your paperwork? Tax returns, and the like? The usual advice is seven years and some actually advise three years. And some, forever. Walnut Creek ...

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 ...

Managing financial documents efficiently and securely is crucial for ensuring peace of mind and preparedness for emergencies. It eliminates the anxiety of losing vital information and helps you feel ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...