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The Motley Fool January 16, 2009 Dayana Yochim |
What Records Can You Really Throw Away? Stashes of old, paid bills, expired life insurance policies, receipts for broken gadgets, and canceled checks for haircuts you got in college -- sound like your filing system? Here's a rundown of what to toss and what to treasure -- and for how long. |
The Motley Fool January 2, 2007 Mary Dalrymple |
Purge Your Financial Files You've probably made a couple of New Year's financial resolutions. Start the new year by getting a handle on your paperwork. |
AskMen.com Michael Estrin |
How Long To Keep Financial Records Your life may have tons of paper clutter that ranges from bills to bank statements, and everything in between. Here's some help on knowing what to keep, how long to keep it and when to dump it. |
The Motley Fool January 20, 2010 |
How to Prevent a Tax Disaster Let this simple three-folder system work for you. |
The Motley Fool January 16, 2007 Dayana Yochim |
Sort Your Tax Paperwork Instantly Financial organization can cost you thousands of dollars a year. Don't let the dollars slip through your fingers this year when you file your taxes. |
The Motley Fool January 27, 2006 Roy Lewis |
Prepare to Prepare! Here's what you'll need to do this year's taxes: Investment records... Retirement accounts... Family and home... Charity and miscellaneous... Keep everything!... |
The Motley Fool February 5, 2008 Dayana Yochim |
5 Steps to Taming Financial Clutter There's a simple system to organizing those piles of financial paperwork, and it doesn't involve a bonfire. Read on for five simple steps you can take. |
The Motley Fool January 7, 2005 Roy Lewis |
Tangled in Tax Records? You've got forms and reports everywhere. What should you keep? |
The Motley Fool March 22, 2005 Dayana Yochim |
Spring Financial Cleaning Control the pile of financial papers with these five steps Julie Morgenstern outlines in her popular organization book, Organizing From the Inside Out. |
The Motley Fool January 16, 2004 Roy Lewis |
Paperwork for Tax Preparation The IRS has your information, and will make sure you include it on your return. |
The Motley Fool January 6, 2005 Dayana Yochim |
Heal Your Financial Hangover Sweep up the last year's financial loose ends, and head off next year's filing disasters. |
The Motley Fool March 23, 2005 |
Records to Keep There are some financial papers you'll want to keep for a very long time. |
The Motley Fool December 23, 2005 Dayana Yochim |
Give the Gift of Organization Nothing screams "Tedium! Dread! Avoidance!" louder than financial paperwork. Consider the five steps author Julie Morgenstern outlines in her popular organization book, Organizing From the Inside Out. Her advice can be easily tailored to help people corral financial clutter, too. |
The Motley Fool March 19, 2004 Dayana Yochim |
Manage Your Money Mayhem What's good for your closet is good for your finances. |
The Motley Fool January 21, 2005 Selena Maranjian |
Simplify Your Financial Life Managing your money doesn't have to be such a ghastly affair. Here are some relatively simple steps you can take to get your financial life in better order. |
The Motley Fool November 29, 2006 |
Post-Tax Records to Keep Receipts and statements may be fleeting, but tax returns are forever. |
The Motley Fool October 15, 2004 Dayana Yochim |
Tackling the Dreaded Details Dotting and crossing the I's and T's may save you from financial heartache. |
The Motley Fool December 27, 2004 Nathan Slaughter |
Don't Skip Your Financial Physical The end of the year is the perfect time to get your financials in order. It's essential to promoting good financial health. |
The Motley Fool June 3, 2010 Nathan Alderman |
What the Fool Is an IRA? Learn the basics of individual retirement accounts. |
The Motley Fool February 26, 2004 Robert Brokamp |
Turn Taxes Into Retirement You probably overpay in taxes, and undersave for retirement. It's time to turn it around by adjusting your withholdings and using the extra money to enrole in your company's retirement plan. |
The Motley Fool December 22, 2003 Roy Lewis |
Records You Need to Keep Don't get caught without them, come tax time. |
The Motley Fool August 20, 2004 Roy Lewis |
Deduct IRA Losses? In Some Cases If the market has made a dent in your retirement account, there are instances when you may deduct the losses. |
The Motley Fool December 22, 2006 Mary Dalrymple |
Dodge Disaster, Part 1 Safeguard your documents in case of emergency. |
The Motley Fool May 7, 2004 Roy Lewis |
Tax Paperwork to Keep So you've completed your tax return, and you find that you have enough records to fill a large dump truck and a small wheelbarrow. Now what? How long do you have to hang on to all this stuff? |
Registered Rep. January 18, 2013 Kevin McKinley |
Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills. |
The Motley Fool January 6, 2004 Robert Brokamp |
5 Reasons You Need an IRA Reduce taxes, build wealth, retire in style -- and stop throwing your money away. |
The Motley Fool March 29, 2006 Robert Brokamp |
Turn Taxes Into Retirement You probably overpay in taxes and undersave for retirement. It's time to turn that around. |
Registered Rep. March 1, 2007 Kevin McKinley |
A Last-Minute Stop at the IRA Shop Advisors, due to a quirk in the calendar, this year's deadline for income tax filing and IRA/Roth IRA contributions is April 17. But just because there are some extra days available doesn't mean you should put it off. |
The Motley Fool April 19, 2005 Dayana Yochim |
Retirement Account Overload Roth or regular IRA? 401(k) or annuity? Where's the best place to park your investments? |
The Motley Fool May 16, 2006 Selena Maranjian |
10 Documents You Shouldn't Live Without Think a will is all you need? Think again: Living will and health-care proxy... Will... Durable power of attorney... Estate plan... etc. |
The Motley Fool January 22, 2010 |
10 Things You Shouldn't Go Without Do you have these important documents drawn up? |
The Motley Fool September 9, 2004 |
IRA Accounts 101 Are you making the most of this important retirement savings vehicle? |
Financial Planning September 1, 2013 Donald Jay Korn |
Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere. |
The Motley Fool October 16, 2006 Zoe Van Schyndel |
Tax-Efficient Investing Strategies Don't get so carried away in the quest to avoid paying taxes that you skip good returns solely for a reduced tax bill. It may seem attractive to eliminate taxes altogether, but for most investors, taxes are inevitable. Manage them wisely. |
The Motley Fool March 10, 2005 Robert Brokamp |
Why the Roth Rules Compared with a 401(k) or traditional IRA, a Roth likely will lead to more money in retirement. |
The Motley Fool November 9, 2006 Mary Dalrymple |
Tax Procrastinators, Listen Up! Think about organizing your tax records now while doing your end-of-year planning. |
Financial Planning September 1, 2006 Ed Slott |
IRA Time Travel Advisors had two new tax laws with IRA provisions to chew on over the summer. One law (TIPRA) contains IRA provisions that take effect years from now, while the other, (HERO), has provisions that can be used for prior years. |
The Motley Fool January 14, 2004 Robert Brokamp |
Fallow Finances You don't have to be a venture capitalist to have "seed money." You earn tens of thousands of dollars a year, which you can sow however you see fit. Make sure your money isn't falling on infertile soil or being consumed by vultures. |
The Motley Fool February 2, 2010 Selena Maranjian |
A Trio of Foolish Tax Tips You have more control over your taxes than you think. And don't forget IRA's. |
The Motley Fool May 23, 2005 Roy Lewis |
Job Changes and Your 401(k) What should you do with your retirement savings when you leave your old employer? |
The Motley Fool July 1, 2005 |
Keep Those Records for Tax Time! It's not mid-April, but you still have tax work to do. |
AskMen.com Nick Kennedy |
Hyman Roth On Roth IRAs With new rule changes coming in 2010, we examine if a Roth IRA still makes sense -- with quotes from the Godfather's Hyman Roth for guidance. |
The Motley Fool January 28, 2004 Robert Brokamp |
Who Has All Your Money? You made thousands of dollars in 2003. Where did it all go? Did your money end up in a place that made your life better? |
The Motley Fool January 28, 2005 Roy Lewis |
What Can a Roth IRA Do for You? This tax-favored savings account offers several advantages over traditional IRAs. |
Investment Advisor November 17, 2010 Dan Skiles |
Year-End Tech Tips to Remember As 2010 comes to a close, are you prepared for 2011? |
The Motley Fool June 10, 2004 |
What Your IRA Can Do You may be less limited than you think in how you can invest your IRA. |
The Motley Fool October 7, 2004 Selena Maranjian |
A Dazed and Confused America Many of us are bewildered by common documents such as stock listings in newspapers. This is reasonable, as few of us are ever taught how to read such things. |
The Motley Fool June 22, 2005 Selena Maranjian |
Want Some Free Money? There's a lot of free money available for the taking. Cash rebates... 401(k) matching... Home appreciation... Dividends... Interest... IRA tax benefits... Tax credits... etc. |
The Motley Fool January 26, 2006 Dayana Yochim |
Apathy, Spending Spree, or IRA? With the average 401(k) balance in the $50,000 range, it seems a shame to either fritter away those retirement dollars by cashing out or forgetting about long, lost accounts until it's too late. Which will it be when you leave your old job? |
The Motley Fool October 25, 2005 |
What Your IRA Can Do Tend to your IRA today, and reap great rewards tomorrow. |