Which financial documents should you keep on file? … And for how long?

You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial “filing system,” you may have a tough time keeping tabs on your financial life.

Organization will help you, your advisors ... and even your heirs: If... Read More

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When saving up for a big down payment doesn’t make sense
By Scott Sheldon

Saving up to buy a home down the road? That might make sense from a personal financial planning perspective, but from a pragmatic approach to actually getting your foot in the door, you... Read More