Table of Content
And in those situations, it can be difficult to keep them under control – unless you have a plan. She has been featured in Fast Company, NBC News, The Washington Post, Business Insider, NPR, Huff Post, Fox Business, and The Atlantic. Get access to her free guide, 10 Simple Ways to Make Your To-Do Lists More Effective, by clicking here. You don’t have to worry about sorting items by chronologic order just yet, simply sorting like items with like is sufficient at this point.
To replace lost or destroyed insurance policies, contact the agent or company that provided you with the coverage. You may need to complete a form , pay a fee for duplicate copies, or both. Update your annual net worth statement to help you assess your progress in reaching financial goals. Keep financial documents that indicate when you make changes in investment accounts.
Home Office Organization, a Guide to Eliminate Paper Clutter
Any papers that need to be filed go into this file cabinet. Turning a messy office into an organized space may sound like a daunting task but when you break it down into steps you might just find it a bit easier to deal with. Setting up baskets and bins to hold things not to mention a neat and tidy filing system.
It’s important to store physical copies of your documents for a variety of reasons. Photocopying and scanning are two ways that you can store digital copies of important papers as well. If you receive any "junk mail" like flyers or advertisements, Lubega says these can usually be recycled immediately. "If it's addressed to 'Current Resident,' it can go!" she says. "However, if it has your name and address on it, it's worth shredding for security purposes." Other items to recycle? Coupons are one, especially since many can be found online.
How to Get Organized
After you’ve organized papers in chronologic order, the next step is to file those papers accordingly. Head over to your filing cabinet and drop in files into the necessary folder. When it comes to getting organized, we LOVE a modular system. The Perch Magnetic Modular System Components is a standout organizational product for so many reasons.
What happens if that data is ever hacked or compromised? Worse, what if I lose access to those records when I need them most ? I don’t even like the idea of storing my personal records in bank safety deposit boxes. I prefer that all of my personal records be stored in my own home. That being the case, I suppose I could scan less important records and store them on electronic media and keep them in one of several flood/fireproof safes we have here at home.
– Dedicate a space for household papers
You can use canceled checks or electronic receipts as proof of payment. You can buy external hard drives at any store that sells computers, such as Simply Mac or Staples. Most external hard drives are compatible with Windows or Mac but are not interchangeable. If you store your Mac files on an external drive, you can't use it for a Windows PC or vice versa.Store your hard drive in a fireproof safe when you're finished backing up your files.
Most banks rent out safety deposit boxes for reasonable fees. You can choose from a variety of sizes depending on how many documents you need to store. Reserve the top tray for documents you need to read immediately. Label the second tray for documents that can wait a few days. Reserve the third tray for documents you can file, and so on.
Paper Handling & Filing
In addition, having physical copies of your bills can be extremely useful when filing taxes and other documents as they can serve as tangible proof of certain expenses and deductions. Yes, it is generally a good idea to keep paper copies of bills, especially those related to important purchases, historical events, and financial information. This is because while digital records are becoming increasingly more secure, they are still vulnerable to technical glitches or errors.
So you’re saying I shouldn’t have bills dating back to 2006? I both scan AND keep some actual papers for medical stuff. In the age of of everything digital, sometimes you still need a hard copy.
Use baskets to drop in papers and mail as it comes into the home. This will help you to keep the papers all in one place. Set up a reminder to go through your baskets weekly to ensure nothing important gets lost in the pile. There is nothing quite as important as having a calendar to help you not only run your home but your business as well.
To make the goal more specific, indicate the name of the document , the agency you will contact, and the dates when you’ll start and complete the task. A legal or financial plan of action starts with goals. Goal setting will help you plan, implement, and measure the progress of your activities. If you set SMART goals you’ll have a plan to achieve the legal or financial actions that are important to you and your family. Once you get started, organizing the rest of your household papers won’t be so difficult. For me, filing daily just wasn’t feasible, so every time we get the mail – I sort it immediately, and anything that needs an action or to be filed goes in a tray.
Once the layout of your office is set, organizing your office supplies and papers will make your office clean and uncluttered. You may also want to consider purchasing or utilizing software to help organize and store documents. Such as document management systems, accounting software, and file organization tools. Always keep hard copies of your legal paperwork, like birth certificates, passports, property titles, and social security cards, she says.
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