I'll focus on three categories of documents I routinely come across as a Professional Organizer. I'll share the resources I provide my clients to determine how long a document should be kept.

If 'getting the paperwork filed' isn't happening for you, consider simplifying your system and build in the file maintenance. There is an easier way to keep your files in order.

June 5, 2018

Prevent identity theft, shred your old tax records that you no longer need*.  Shred any current charge receipts and statements that you don't need for tax purposes or reference.  Shred the credit applications, insurance forms, credit offers, or other deals you get in the mail that contain your name and personal information.  Shred physician statements, checks and bank statements.  Any paper that has personal financial information on it — shred it.

February 7, 2017

MAIL If mail is piled (or buried) in multiple locations throughout your house, that means it doesn't have a home. Find a home for your mail that is easy to use

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*FYI:  I do receive $ from Amazon when you click on product links and purchase items from Amazon.

I don't know what you look at or buy and so far I've been able to buy, on average, 3 cups of coffee each year from the income.