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 ...

Kevin has been writing and creating personal finance and travel content for over six years. He is the founder of the award-winning blog, Family Money Adventure, and host of the Family Money Adventure ...

In prior posts, I have discussed the importance of having up-to-date investment policy statements. Not only are they a good proof of diligence on the part of fiduciaries (assuming they are followed) ...

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.

Retired and wondering what tax documents you need? Use this checklist of the 13 most common tax documents retirees need to file accurately and avoid headaches.

Can you quickly locate last year’s income tax return? Do you have the contents of your wallet and your account information recorded somewhere in case it is stolen? Can you find your homeowners ...

Whether you’re hoping to file your tax return by the imminent tax deadline or planning to file a tax extension so you can complete your return at your leisure, now is the time to gather paper or ...

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 ...