Even if your estate plan is in order, it won't be of much help to your heirs if they can't locate important documents when you're no longer around. Organizing your financial and estate-planning ...

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 ...

While many Americans spend their 20s living day-to-day in a relatively carefree manner, approaching 30 years of age can potentially bring a new set of life goals, such as buying a home, starting a ...

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 ...

GOLDEN VALLEY, Minn.- As you get ready for tax time, you might be beating yourself up for not being more organized. You're in luck -- Dan Ament of Morgan Stanley Wayzata shows us how to keep your desk ...