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 ...

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 ...

Securing a loan from a bank can be a pivotal step in achieving financial goals, such as launching a business, purchasing a home, or investing in higher education. However, obtaining a loan involves ...

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 ...

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.

Which of the following profiles describes your approach to managing your financial paperwork? Type 1: The Pack Rat: I hang on to every financial document that comes into my house, in no particular ...

If you have financial and personal records and you aren’t sure how long you should keep them, it’s best to err on the side of caution and keep them as long as possible. Additional Important Documents ...

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 ...

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 ...