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Bank, credit card, and investment statements seem to frustrate and confound people more than any other filing. It’s hard to know how to handle financial paperwork, how long to keep it, or the best way to store it. And to add insult to injury, the consequences for mishandling these documents can be pretty severe. So…

Are you interested in the ‘live riveted” ‘streaming lifestyle? We asked full-time Airstreamer Ramona Creel (who is also a fabulous organizer and year-round traveler) to share her tips on how to become an RVer. Today, we’re sorting through (pun intended) the ever-present question — how will I get my mail? How does mail forwarding work?…

No one likes thinking about the bad things that can happen in life — getting sick or hurt, the death of a loved one, having a disaster destroy everything you own. And while organized paperwork won’t lessen the shock/grief of an emergency, it can help you get your life back on track quicker and easier….

Anyone who talks about the paperless office becoming a reality any time soon may want to think again! No matter how much you reduce your pulp consumption, computers will never completely eliminate the need for hard copies of certain documents. And the gigantic irony is that paper usage hasn’t decreased as electronic data takes over…

Most people fear tax time because they dread having to gather up all that paperwork — certain that they will overlook something vital and mess up their bottom line. Reduce your worries by following this step-by-step organizing checklist as you begin to prepare your return. Begin With General Information number of dependents — children under…

At work, at home, on the road — no matter who you are or what you do, we’re all bombarded with paper. Some days, as I help clients sort through their mail, I’m amazed that we have any trees left on this planet at all! Junk mail, bills, magazines, newspapers, memos, reports — it’s an…

You may have heard the term “desk reference files” before, but what does it mean? This is one of the foundational cornerstones of an organized paper management system — it’s where your most important informational documents life. Not sure how the whole thing works? Well let me tell you! Reference Vs. Action Files Desk reference…

The yearly “file purge” is a sensitive (and somewhat scary) issue for many — because there could be harsh consequences if you toss something you really should have kept. While setting up records retention guidelines with my organizing clients, everyone asks, “How do I know if I need to keep it?” Unfortunately, all documents are…

Creating (and following) an organized to-do system is the best way to make sure daily tasks are getting completed according to schedule. With the right system, you’ll never accumulate more than a week’s worth of paper at any time, and will have no reason to miss a deadline or pay a bill late. You can…