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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. mark for My Articles similar articles
The Motley Fool
January 21, 2005
Dayana Yochim
Dump Trash-Worthy Documents Is that pile of receipts, statements, and stubs a fire hazard? Clear a path to your filing cabinet today. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 20, 2010
How to Prevent a Tax Disaster Let this simple three-folder system work for you. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
March 19, 2004
Dayana Yochim
Manage Your Money Mayhem What's good for your closet is good for your finances. mark for My Articles similar articles
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!... mark for My Articles similar articles
The Motley Fool
March 23, 2005
Records to Keep There are some financial papers you'll want to keep for a very long time. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 7, 2005
Roy Lewis
Tangled in Tax Records? You've got forms and reports everywhere. What should you keep? mark for My Articles similar articles
The Motley Fool
January 2, 2007
Mary Dalrymple
Resolve to Simplify Here are some ideas for streamlining your money management. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 26, 2009
Dayana Yochim
Are You Overpaying the IRS? This simple organizational system will save you money on your taxes. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 2, 2007
Mary Dalrymple
No Pain, Lots of Financial Gain Try achieving some of your financial goals this year with strategies that require no discipline. mark for My Articles similar articles
The Motley Fool
May 31, 2006
Tim Beyers
My So-Called Financial Life Is paperwork holding you back? Here's how organization can have a direct impact on what you spend, how much money you make, and how much free time you get to spend with your family. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 14, 2004
Roy Lewis
Get Your Tax House in Order Now that tax season has passed, it's time to do some financial spring cleaning. mark for My Articles similar articles
AskMen.com
Ryan Ortega
Annual Financial Checkup It's time to sit down with a financial professional to go through your investments, retirement plans, taxes, insurance, and estate planning. mark for My Articles similar articles
The Motley Fool
December 22, 2006
Mary Dalrymple
Dodge Disaster, Part 2 Our financial lives have become extremely complicated, too complicated to keep all the information in our brains. That's why, in the event of an emergency, you should have a packet of financial records prepared that you can grab on the go. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 26, 2004
Dayana Yochim
Rehab Your Finances Need a money makeover? Take a cue from the construction industry and approach your finances like you would a fixer-upper. The instruction manual is actually quite similar. mark for My Articles similar articles
AskMen.com
February 2, 2003
Dan Carter
Tax Tips That'll Save You Money With the dreaded April 15th deadline approaching faster than you think, filling out your tax forms should be tops on your list of priorities. As many of us leave all the paperwork until the eleventh hour, we miss out on numerous chances to take advantage of valuable counsel. mark for My Articles similar articles
Financial Planning
March 1, 2006
Christ Blunt
Practice Tips: Managing the Paper Financial advisers can add value to their client relationships by helping clients organize their important documents. Here's how to do it. mark for My Articles similar articles
Financial Advisor
July 2004
David L. Lawrence
Conquering The Paperwork Mountain Some cost-efficient ways for financial advisors to improve productivity---and avoid headaches. mark for My Articles similar articles
The Motley Fool
March 20, 2007
Dan Caplinger
Get a $1,400 Tax Cut Don't put off your taxes any longer. Get the tax savings you deserve by opening an IRA today. Taking the first step toward retirement security can make you richer right now. mark for My Articles similar articles
The Motley Fool
December 22, 2003
Roy Lewis
Records You Need to Keep Don't get caught without them, come tax time. mark for My Articles similar articles
The Motley Fool
December 16, 2003
Dayana Yochim
Your Time, Your Money Many people don't dedicate enough time to managing their finances. Here are some tips on making better use of your time. mark for My Articles similar articles
The Motley Fool
November 29, 2006
Post-Tax Records to Keep Receipts and statements may be fleeting, but tax returns are forever. mark for My Articles similar articles
The Motley Fool
March 26, 2007
Rich Duprey
3 Steps to Supercharge Your Retirement Savings Remember those New Year's savings resolutions you made? It's time to follow through. mark for My Articles similar articles
The Motley Fool
December 22, 2006
Mary Dalrymple
Dodge Disaster, Part 1 Safeguard your documents in case of emergency. mark for My Articles similar articles
The Motley Fool
August 12, 2004
Selena Maranjian
Make Yourself Attractive to Lenders Why settle for a so-so credit rating when you can improve it and save big bucks? mark for My Articles similar articles
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? mark for My Articles similar articles
The Motley Fool
February 25, 2005
Robert Brokamp
5 Steps to Financial Triage What to do when life throws you a big-ticket curveball. mark for My Articles similar articles
Wall Street & Technology
November 19, 2007
Melanie Rodier
Financial Services Outperform Other Industries in Records Management The financial services industry is doing a better job managing records than other industries, largely due to strict regulations. mark for My Articles similar articles
The Motley Fool
January 21, 2010
These Money Moves Will Keep Taxes at Bay There's still time to keep some of your hard-earned cash! mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 15, 2008
Selena Maranjian
Are You in Financial Trouble? Read on to learn how to avoid getting into trouble in the first place. mark for My Articles similar articles
The Motley Fool
February 14, 2005
Dayana Yochim
A Last-Ditch Token of Love Don't give in to the desperation V-Day gift. Here's a plan that will make you a winner tonight. Go home early and present your sweetheart with a newly balanced checkbook and organized financial paperwork. mark for My Articles similar articles
The Motley Fool
December 11, 2006
Robert Brokamp
Give the Gift of Retirement Who needs another video game? Teach kids how to watch their money grow. mark for My Articles similar articles
The Motley Fool
December 24, 2003
Robert Brokamp
Your Financial Checkup Life has a way of outdating even the best financial plan. We'll help you give your finances a once-over. mark for My Articles similar articles
The Motley Fool
April 13, 2010
Selena Maranjian
The Tax Deadline You Can't Afford to Miss Filing late won't exempt you from playing by the rules. mark for My Articles similar articles
The Motley Fool
June 3, 2010
Nathan Alderman
What the Fool Is an IRA? Learn the basics of individual retirement accounts. mark for My Articles similar articles
Financial Planning
November 1, 2006
Donald Jay Korn
Happy Endings Financial advisors, this year new laws provide potential payoffs, as well as pitfalls, for December tax planning. Charitable Strategies... Gift-Tax Exclusions... Retirement Planning... mark for My Articles similar articles