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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 title insurance and the promissory note, until your loan is paid off. Having ...

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 ...

Mortgage statements and related documents are often needed for taxes, audits and legal purposes. Some paperwork, like monthly statements, can be discarded after a year, while others, such as deeds and ...

Question: I have been helping my mother with sorting paperwork. Can you offer advice? Answer: I love paper: documents, mail, newspaper, magazines, etc. I love and enjoy reading it, and saving it. Do I ...

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 ...

How long should you keep mortgage documents? It depends on the mortgage document. You’ll want to keep certain paperwork for as long as you own the home, while you can discard other things immediately.