When it comes to storing your financial documents, you can't be too careful ... Delivered daily. Enter your email in the box and click Sign Me Up. Laura has been a freelance writer since 2018.

“One of the biggest concerns all institutions have is the authenticity of the financial documents provided," Cushing says. "There is a growing trend in the field to do things like call or email ...

In a recent LinkedIn poll by chartered financial analyst Sara Grillo, 39% of 221 respondents felt the best time for clients to bring in documents is after the first meeting with a financial advisor.

It probably seems like you get a new bill, bank statement or piece of official-looking paperwork in the mail every day ... ll explain how to store your financial documents the right way, whether ...