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.

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 ...

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 ...

It’s fine to get rid of monthly mortgage statements, but you should keep all your mortgage documents, including proof of ...

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 ...

Irene Okpanachi is a Features writer, covering mobile and PC guides that help you understand your devices. She has five years' experience in the Tech, E-commerce, and Food niches. Particularly, the ...

This system for naming and storing all the paperwork you need to prepare your taxes is easy, and you don't have to follow it perfectly for it to work. I'm an expert in software and work-related issues ...

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 ...