One of the most common questions I get from residential clients is what should they do with all their paperwork? They’re buried in it and have it coming at them from all directions! And because most peopled are so frightened to get rid of it for fear they’ll need it again, they keep it all. If you, too, suffer from this problem, hopefully this blog will help you do
something about your excess personal paperwork it in just a few 5 easy steps.
1. As they say, knowledge is power. You need to know which documents to keep and for how long so you can start making informed decisions. So the first and most important step is to print out Suze Orman’s Personal Document Retention Guidelines. I love Suze… she’s a wealth of financial information in easy to understand terms.
2. Next, gather your supplies:
4. Once you’ve gone through all your paper and you’ve determined which documents you’re keeping, it’s time to organize them in a system that works best for you. There’s no right or wrong way as long as it woks well for you.
5. Last but not least, commit to a regular schedule to handle all incoming paperwork.. whether daily or weekly. The secret is to no let it accumulate too long otherwise you'll end up in the same mess you started with.
Hopefully, you’ve found these tips helpful. While they may seem second nature to some, to many they are not. I truly believe Suze’s Document Retention Guidelines will help you make the decisions you haven’t been able to.
“Clutter is nothing more than postponed decisions” – Barbara Hemphill
Brenda Tringali, Organizing, Productivity & HR Specialist
At Your Fingertips Organizing
Serving Greater Myrtle Beach, SC or "virtually" anywhere (via phone/video)
Brenda Tringali is the owner of At Your Fingertips Organizing. She provides Life/Workplace/Residential Organizing & Productivity services to clients in the Myrtle Beach, SC area & “virtually” anywhere via video, phone, etc. Drawing from her 30 years of Human Resources/Staffing experience, she also helps clients with HR/Staffing/Job Search needs as well. Brenda is an active member of NAPO (National Association of Productivity and Organizing professionals). She is also Chair of the NAPOCares Committee which highlights the community outreach efforts of NAPO members, NAPO Chapters, and NAPO Business Partners as they reach out to share the three “T’s” of Social Responsibility: their Time, Treasures, and Talents.