Mortgage statements and related documents are often needed for taxes, audits and legal purposes. Some paperwork, like monthly statements, can be discarded after a year, while others, such as deeds and ...

Certified Financial Planner Michelle Buria, the Managing Director of Choreo, has some guidelines for how long people need to keep financial documents around. “A lot of records now are electronic, and ...

It’s fine to get rid of monthly mortgage statements, but you should keep all your mortgage documents, including proof of title insurance and the promissory note, until your loan is paid off. Having ...