Save it or Shred it
Keep for 1 month
 |
Credit card receipts |
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Sales receipts for minor purchases |
|
Withdrawal and deposit slips |
Keep for 1 year
| Paycheck stubs |
| Monthly bank, credit card, mutual fund, brokerage and retirement account statements |
Keep for 7 years
| Taxes |
| W-2's, 1099s and other tax return items (Checks to back-up tax returns) |
| Year end credit card statements, brokerage and mutual fund summaries |
Keep indefinitely
| Receipts for major purchases |
| Real estate and residence records |
| Wills and trusts |
Keep in safe deposit box
| Birth and death certificates |
| Marriage licenses |
| Insurance policies |
| Divorce papers |
If
you really want to get organized now
Email me:
ckbraun@optonline.net
Contact Form
Cynthia Braun, CPO
(CERTIFIED PROFESSIONAL ORGANIZER)
Professional Organizer for Nassau County, Suffolk County New York Long
Island
Member of NAPO (National Association of Professional Organizers)
Member of POLI
(Professional Organizers of Long Island)
Get your life in order now!
Click here to buy organizing supplies online
Buying Supplies
Click here to buy a gift certificate to my organizing
services
 |
Gift Certificate |
| Click here to buy my EBook on Organizing Your Home Office | |
 |
EBook - Organizing Your Home Office |
|
|
|
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Organize your computer
http://www.file-utilities.com
http://www.file-utilities.com/doorway.htm
Change History: 6/3 4/21