This article is part of our “Get It Done” week on Morningstar.com: All week we will feature articles and videos offering guidance on ways to help tackle those nagging items on your financial to-do ...

Heather VanMouwerik is a PhD candidate in Russian History at the University of California, Riverside and the Congressman George Brown Graduate Intern for the Special Collections at Rivera Library.

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 ...

I'm an expert in software and work-related issues, and I have been contributing to PCMag since 2011. I launched the column Get Organized in 2012 and ran it through 2024, offering advice on how to ...

Q: I am an accountant, and organization of my paper and digital information is very important to me. I need to be able to retrieve stuff even years after it was created. Most of my work and personal ...

Is it tax time already? You may not want to admit it, but tax time starts well before the filing deadline. Your important tax forms start arriving in the mail in January. If you simply let them ...

I hate to be the bearer of bad news, but that’s one messy desktop you’ve got. No, not your physical desk. I’m talking about the background of your computer. See for yourself: drag this browser window ...

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 ...

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You’d like to have all of your important financial documents organized, accessible, and stored in the cloud. But scanning documents can be time consuming and frustrating. As a result, many of us never ...