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Select independently determines what we cover and recommend. When you buy through our links, we may earn a commission. Learn more. We don’t always have the answers, but we have some people on speed ...

If this were the 20th century, we’d store secure documents by shoving them into an iron safe and spinning the combination lock. But in the 21st century — the information age — where are we supposed to ...

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.

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 ...

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 ...

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 ...