You know that ever-expanding mountain of bills, forms, receipts, coupons, and statements that collects on the kitchen counter (or the microwave, on top of the refrigerator, by the phone, etc.)? I once ...

Even if your estate plan is in order, it won’t be of much help to your heirs if they can’t locate important documents when you’re no longer around. Organizing your financial and estate-planning ...

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 ...