Paper Shuffling
Paper Shuffling
Your desk may not look as pristine as this but if your paper work overwhelms you here are some guidelines for trimming the amount of paper you retain and keeping you organised.
What records to keep
1 Year
- Paid Bills
- Annual Investment Statements
7 Years
- Tax Records
- Bank and Credit Card Statements
For as long as they are active
- Contracts
- Mortgages
- Real Estate Deeds
- Home Improvement Receipts
- Paid Bills for Insurable Purchases
- Stock or bond Certificate
Indefinitely
- Marraige and Divorce Papers
- Passports
- Education Record
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