Natural disasters can give you little time to act, making it essential to have your most important documents collected in one ...

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.

Keeping track of financial records can make life easier and more efficient for you. If the event of an emergency, having ...

— -- 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 ...

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 ...

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 ...

The idea behind a financial hierarchy of needs in retirement isn’t about rigid rules—it’s about intentionality. It offers a ...

Audited financial statements are independent CPA evaluations costing thousands. They include balance sheets, cash flow, ...

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 ...

Looking at your desk, counter or kitchen table, you may be overwhelmed by the stacks of paper that keep getting taller. It probably seems like you get a new bill, bank statement or piece of ...

Over the past decade, the way that publicly traded companies have spoken publicly about climate change has unmistakably changed. Now, it’s become standard for many companies to, at the very least, pay ...