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Simple and Quick Paper Organization Tips

5/10/2021

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Paper clutter often comes from the fear of making the wrong decision.
You probably had these thoughts before, I know I have:
What if I need I need to prove payment later? What if I get audited? What if this breaks, is there a warranty?  Would I really read this manual? I thought I already went paperless with bank statements, what are these for? 
The what-ifs can freeze us and prevent us from decluttering because we just don't know what to do.
Here are some items you can feel good about decluttering (shredding) today:
  • Expired insurance policies
  • Old leases (after receiving deposit back)
  • Expired driver licenses, passports, and visas
  • Expired warranties
  • Expired loan statements (if paid off)
As you start to declutter your paper, you'll notice it brings you a bit more clarity on what to keep going forward, this is a good spot to start thinking about your files categories, here are some common ones:
  • Medical
  • Car titles
  • Birth Certificates 
  • Home Ownership and Enhances (think of all you've done to your home if you are a home owner that will support the selling of your home later)
  • Investments (especially if you sold stock recently, you may need these for tax purposes)
  • Insurance
​As you create these, keep in mind that they need to work for you and your family- there's no one-size-fits-all
The key here is ease of retrieval...how quickly you can get to it when you need it.
Hope you are inspired to kickstart your paper decluttering project. Here's to finally reclaiming your file cabinets in 2021!
If you need help kick-starting your paper management project, we are here to help
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