A potential buyer for your business will naturally want to learn as much as possible about its track record and its potential to generate a profit. Providing legitimate and thorough documentation of ...

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 ...

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 ...

This article is part of our “Get It Done” week on Morningstar.com: All week we will feature articles and videos offering guidance on ways to help tackle those nagging items on your financial to-do ...

If you're like many people, you were probably a bit of a minimalist when you were in your 20s--unburdened by a lot of possessions and obligations. But as you moved along in your life--perhaps your ...

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 ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, ...

If you have financial and personal records and you aren’t sure how long you should keep them, it’s best to err on the side of caution and keep them as long as possible. Additional Important Documents ...

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 ...

Are you tired of the ever-increasing volume of financial documents, but not sure what you can toss? What follows is a general guide of what records to keep and for how long. There are things you ...

When Donald Trump wanted to make a good impression — on a lender, a business partner, or a journalist — he sometimes sent them official-looking documents called “Statements of Financial Condition.” ...