A locked file cabinet is her best friend in that case. Other documents she handles are required to be kept for a certain ...

Bank statements are necessary for loan applications and IRS audits. Store hard copies in a locked filing cabinet or digital copies in an encrypted folder. Banks are required to keep statements for ...

If you eschew electronic document storage, then consider keeping your financial documents and tax returns in a locked file cabinet or a fireproof safe, suggests Ben Watson, a CPA and CFO of ...