News

A guide to what to keep, how long to keep it and how to store your financial records securely — whether you prefer paper files, digital backups or both.
We asked experts how to keep things like birth certificates, social security cards and more safe in case your home is subjected to a fire, flood or theft.
Why Store Secure Documents Differently? Isn’t it safe enough to store your tax and medical files in your computer’s Documents folder? Perhaps, but your information may not be as secure.
Learn how to save your documents and photos for archival storage by reading this guide.
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 ...
How long should you save different tax documents? As mentioned, how long you need to keep saving tax-related papers varies depending on what type of document it is.
How long should you keep your financial paperwork? Here's what you and your loved ones need to know Experts also advise not keeping some documents in safe deposit boxes -- unless you have another ...
As we get older and our financial life gets more complicated, it’s difficult to know how long to keep financial records and paperwork.
How long should you keep old mortgage documents after selling a home? Keep your mortgage documents and related home sale records for at least seven years after selling your home.
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.
How long should you keep old mortgage documents after selling a home? Keep your mortgage documents and related home sale records for at least seven years after selling your home.