Savvy Senior

Dear Savvy Senior,

How long should a person hang on to old receipts, stock records, tax returns and other financial documents? I have accumulated boxes full of such papers over the years and would like to get rid of some of it now that I’m retired.

Getting Organized

Dear Getting,

This is a great time of the year to get rid of unnecessary or outdated paperwork and to organize your records in preparation for filing your tax return in the spring. Here’s a checklist of what to keep and what to toss out, along with some tips to help you reduce your future paper accumulation.

Toss Out

ATM receipts a...