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.

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 ...

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 ...

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 ...

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.

Life is full of the unexpected. You never know when you may find yourself in dire straits or faced with an emergency that’s totally out of your control. Sadly, Americans are affected by ...

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 ...

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 ...

Life becomes increasingly more complicated when you’re a parent. Caring for a tiny human in the present also requires planning for their future. Having key documents in place can help you protect your ...

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 ...