Do you absolutely dread paperwork and filing? When it comes to paper it can be hard to know what you need to keep, how long to keep it and what you can part with and most of us keep way more paper than we really need to. Not having a clear idea of what you actually need to keep can make you afraid to toss anything. It quickly piles up, fills up file drawers and becomes overwhelming especially if you don't have some basic guidelines and a schedule for paring down and keeping it in check.
I like to use tax time each year (just after I file) to do a major weed out paperwork that I know I no longer need. As a professional organizer I have researched and used various guidelines to help my clients (and myself) take control of paper piles and overstuffed files. I ran across a set of guidelines on The Container's Store's webite that is short, sweet and to the point. Keep in mind that these are general guidelines so check with your financial advisor if you have questions about your particular situation especially if it's complicated.
And if all else fails use colorful folders to make filing more exciting!
4 comments:
This is a great list Melissa. I found something like this a few years ago but it was way too complicated. Thanks for sharing this great resource!
You're welcome, Juliet. I'm glad you found it useful. I'm all about keeping things simple when it comes to information like this.
I recommend Melissa for any project - large or small. She is a genious at coming up with organizing solutions. Working with Melissa is so much fun it just doesn't seem like work. She is a joy!
Thank you so much Debbie! I love to solve puzzles and that's what organizing is to me--lots of puzzles to solve!
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