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 ...

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.

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 ...

Safeguarding your financial documents is crucial for protecting sensitive information and maintaining financial security. Organizing and securing your important financial records — whether in physical ...

— -- 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 ...

WALNUT CREEK, Calif. (KGO) -- How long should you keep your paperwork? Tax returns, and the like? The usual advice is seven years and some actually advise three years. And some, forever. Walnut Creek ...

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 ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

Managing personal finances is stressful, and many people are glad to let their spouse take the lead on paying bills, filing taxes, managing investments and the like. However, when preparing for ...