We all have spots in the house that are stacked with important documents yet to be filed. From receipts to bank statements and the abundance of life admin, there's a lot of paperwork to organize. If ...

Tax filing deadlines inspire many of us to vow that we’re finally going to organize our papers. Start with understanding what should be kept, in what format and for how long. Then, set up a system to ...

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 ...

We've all been there. It’s two weeks (or two days) until April 15, and you're scrambling to organize the past 12 months of your life. If you’re itemizing any deductions, this means tracking down old ...

Attend this web seminar, "Increasing Profits this Tax Season with Organized, Indexed Client Tax Documents: A Guide to Evaluating Which Solutions Make Sense for Your Firm," to learn how organizing and ...

Tax filing deadlines inspire many of us to vow that we're finally going to organize our papers. Start with understanding what should be kept, in what format and for how long. Then, set up a system to ...

June marks the first month of hurricane season and it is a good time to update not only physical preparations for potential natural disasters but also review and revise important documents so that ...