Posted by Sue on Mar 8, 2013
What to do with your V.I.P.s ~ Your Very Important Papers
In honor of tax time, I’ve been running a series on managing paperwork. The amount of paper we receive through snail mail, our kids’ schools and our own work has far outstripped our ability to deal with it. Every one of us needs a personal assistant to handle processing and filing!
In the last two posts I reviewed guidelines for what financial and medical papers to keep and for how long. If you missed any of the series, just scroll down and you’ll find them. Today’s topic is identifying and properly storing your VIPs ~ your Very Important Papers. Read the rest of this entry »
Posted by Sue on Feb 20, 2013
In my last post in the series, “What the heck you do with all that paper?” I reviewed the keep vs. shred guidelines for financial papers. I heard from a couple of you about special circumstances where my advice wasn’t 100% accurate; self employment being one. So, my caveat: if you have special situations, please consult your accountant.
This week we’re tackling which medical records you need to keep. Every visit to the doctor, pharmacy transaction and insurance payment generates paper. Most of these papers end up either in the trash (often unopened) or in the nearly-toppling-over-figure-out-or-file-pile. So, here’s the plan: Read the rest of this entry »
Posted by Sue on Feb 18, 2013
Paper Tip #1:
What Financial Papers to Keep
About this time every year (this time meaning tax season) I like to run a series on dealing with paper. For most of us, the amount of paper we handle on a day to day basis far exceeds our ability to manage it. It is, by far, the biggest issue faced by Breathing Space clients and readers. So trust me, you’re not alone if you feel as though you’re about to be buried by a mountain of paper.
Often I hear from clients some version of, “I have an attic full of old checks and financial papers. How long do I have to keep them?” Read the rest of this entry »