Archive for Managing Paper

Tuesday Tidbit – Organize Your Key Documents BEFORE They (and YOU!) Become a Burden

If something happened to you, would your loved ones know where to find the following?

  • Financial and tax records
  • Medical records
  • Family records
  • Will and living will
  • Health care directives
  • Life and other insurance policies
  • Funeral details and wishes
  • Birth certificate/Passport
  • Veteran/Military records
  • Online account usernames and passwords

Or would they have to dig through piles of papers scattered throughout your home?

Save them the stress and frustration. Give your loved ones the gift of pulling all of your key documents together now so they don’t have to do it later.

Get your Ducks in a Row with The Peace of Mind organizing solution. This organizing solution is for you if you want hands-on assistance and practical tools to help you organize your key documents without struggling alone.

Why choose me?

With a degree in business and a background in the insurance industry, I “get” paper! But more importantly, I’ve received additional training as a Financial Organizing Consultant, which means that I have specialized skills and knowledge to help you organize your papers, documents and records.

3 reasons why you should organize your key documents now:

1)  Gathering and organizing your key documents keeps them safer and more secure than if they were lying (or lost!) around your home.

2)  You never know if or when an emergency will strike. Be prepared today, just in case.

3)  The sooner you take care of this, the sooner you can relax knowing your affairs are in order. Your loved ones will thank you, too!

 The first step to greater Peace of Mind is to simply start the conversation by calling me at 507-351-2883 or emailing me at: penny@outtaspaceorganizing.com.

Tuesday Tidbit – Be a Paper Decision-Maker

Starting today, be a decision-maker for all the papers that come into your life. For each paper you encounter (mail, kids’ school papers, bills, receipts, or junk mail), do one of five things:

  1. Discard/recycle it.
  2. Delegate to someone else to handle.
  3. Act on it now if it can be done in less than 2 minutes.
  4. Defer action (put in “bills to be paid” or “make a call” folder).
  5. File it for future reference… but remember we only look at 20% of what we file.

Resist peeking at a paper and simply returning it to the stack of papers on your desk or kitchen counter. Start today and really handle the paper that will always flow into your home. If you take care of it today, you won’t add to the stack from yesterday and the days before. Then you can work on the postponed decisions pile… the one that makes you crazy.

If you haven’t already downloaded my free guide, Key Tips to Banish Kitchen Counter Clutter, which always includes paper, just click here.

If you’re curious about how we can tackle that pile together, call or email me to learn more.

Tuesday Tidbit – 18 on the Eighteenth

18 on the Eighteenth outtaspaceorganizing.comAs a member of the National Association of Professional Organizers (NAPO) there is access to all sorts of useful information. Since today is the 18th, it is an ideal time to  remind you that a 4-drawer file cabinet holds 18,000 sheets of paper!

Just think about that for a moment. The 80/20 Rule, often referred to as the Pareto Principle, suggests  we only look at 20% of what we file. That means roughly 14,400 sheets of paper have been filed and will never see the light of day again.

Moving forward, be ruthless when you file, and if you need my help to handle the backlog, let’s start the conversation by calling or emailing me.

Tuesday Tidbit – Oh no! The IRS called!!

outtaspaceorganizing.com IRS Scam

Oh, no! The IRS called. Or did they?

Nope, they NEVER call.

The message said to call them back immediately because the “government” said I owe back taxes. Because I KNOW this is not true, it made me laugh. The laughing was replaced with concern since someone else might be fooled into calling back out of worry. Who knows what they would have asked for? I’m betting the first question would be my social security number to “pull up my file”. What a scam.

Beware as thieves and scammers are trying to take advantage of us as we are preparing and filing our taxes. Investigators with Legal Shield share some directions from the IRS on how to handle suspicious IRS communication.

Click here to read the full article. It’s important. Be smart and protect yourself.

With an insurance background, along with additional training as a Financial Organizing Consultant, I am able to help you organize your papers, documents and records. It can be overwhelming to create the order you crave. I can help. Let’s simply start the conversation by either calling or emailing me to learn more.

Tuesday Tidbit – How Long to Keep Tax Records and Other Documents?

Outtaspaceorganizing.com

On a March 21, 2016, Consumer Reports posted a helpful article titled “How Long to Keep Tax Records and Other Documents.” It was also interesting how the article pointed out why it is important to have your documents organized.

While this is not the only information available, it is a good start. For additional guidance, please discuss your questions or concerns with your personal legal counsel and/or tax professional.

Click here to read the entire article.

With an insurance background, along with additional training as a Financial Organizing Consultant, I am able to help you organize your papers, documents and records. It can be overwhelming to create the order you crave. I can help. Let’s simply start the conversation by either calling or emailing me to learn more.