Paper Shuffling

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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

Contact us to set you on the right path to organisation and freedom from chaos

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