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 ...

Those credit card offers, insurance policies and other financial documents piling up in your home are more than just inconvenient; they're a potential identity theft and fraud risk. Keeping certain ...

— -- 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 ...

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

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.

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 ...

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 ...

According to a 2022 letter sent by the state and signed by the mayor of Rocky Mount, seven city councilmembers, the city ...

A state legislator said a Valley school district is refusing his official request for financial transaction records.