A potential buyer for your business will naturally want to learn as much as possible about its track record and its potential to generate a profit. Providing legitimate and thorough documentation of ...

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 ...

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.

This article is part of our “Get It Done” week on Morningstar.com: All week we will feature articles and videos offering guidance on ways to help tackle those nagging items on your financial to-do ...

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 ...

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 ...

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 ...

Comerica reports on the role of AI in financial planning, highlighting its efficiency while cautioning against its ...

If you're like many people, you were probably a bit of a minimalist when you were in your 20s--unburdened by a lot of possessions and obligations. But as you moved along in your life--perhaps your ...

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 ...

Life becomes increasingly more complicated when you’re a parent. Caring for a tiny human in the present also requires planning for their future. Having key documents in place can help you protect your ...