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 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.

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 ...

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 ...

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 ...

In a world increasingly shifting to digital records, it can be tempting to toss paperwork as soon as it starts piling up. But before you feed the shredder or dump it all in a drawer, there’s a method ...

Are Your Papers in Order? After going through the annual chore of filing tax returns, most people want to put the ordeal behind them. But before banishing the experience from memory, there’s one more ...

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 ...