Financial Paperwork Security

[Paul W Brunner]

Regarding the movement and handling of personal and financial information with advisors such as realtors, title companies and mortgage firms, how do you send your information?

We downsized and bought our condo a year and a half ago. I was unpleasantly surprised at how nonchalant most people were with the handling of our personal information! Disappointed, truly.

Now we're purchasing our first property and my realtor is asking me to provide HELOC paperwork...via email.

What do you do?