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Helping You Organize your financial paperwork

Helping You Organize your financial paperwork

Organize your money the easy way

This simplified steps will help you effectively organize your financial paperwork!

I am sure over the years your office has become a nice storage room full of boxes of bills, receipts and other miscellaneous paper work. We have all been there and these simple steps will help you keep it organized and clean. Whi

What you'll need:

  • Folders
  • Files
  • Post-it notes
  • Stapler
  • Pens
  • Envelopes
  • Stamps

Here is what you are going to want to do, get a box and put all your loose papers lying around your home, office or car. Then set up somewhere where you can listen to your favorite music. You will then need a large surface area probably the floor so it is easier to go through all the papers and organize them.

Next take your folders and label them. From Heathcare and insurance, Savings and investing, Income taxes, credit cards, line of credit and any other debts, home, auto and insurance etc..

Now lay each folder open on the floors so you can see each of the label. You will also want to have a shredder and garbage can near by as well.

Here comes the fun part, go through all your papers and put the appropriate ones in each category, throwing away any garbage or need to be shredded items. Note most paperwork can be shredded after 2-3 years.

You can also shred any bills that have been paid, get rid of any old insurance policies when new ones have come in and shred any utility bills after a year.

You can then place your folders in a filing cabinet to make it easier for you to find what you are looking for. When new bills or papers come in, because they always seem to, just make sure you place them accordingly in the folders. Just remember to keep up with filing so you don't have to keep doing this over and over again the following years. This will help make sure you are better organized and you can pay your bills on time and as they arrive so they are off your plate!

Most places you can now receive your bills online too, this will help with clutter around your home. Just make sure you pay your bills on time and as they arrive. This will also help not only keep you organized but saving you money!

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