A recommended approach to secure your most private documents — whether it’s a PDF, Word file, or Excel spreadsheet — is to lock them with a passcode. While this does help keep sensitive content safe, ...

A will ensures your assets are passed on to the heirs of your choosing. You can complete simple wills using software, but it might be better to hire an attorney if your finances are complex. In ...

Claire Boyte-White is the lead writer for NapkinFinance.com, co-author of I Am Net Worthy, and an Investopedia contributor. Claire's expertise lies in corporate finance & accounting, mutual funds, ...

Steven Nickolas is a writer and has 10+ years of experience working as a consultant to retail and institutional investors. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee ...