Paperwork

Declutter Your Desk in Just 5 Minutes

In our recently published book:  Declutter and Thrive: Overcoming 6 Common Disorganization Types to Reveal Your Best You, one of the types we described is The Overburdened Employee –  for whom clutter and disorganization at work is a daily struggle, negatively impacting their career.

 

Work with a professional organizer to reset your office or desk space. Then use the tasks listed in the infographic below

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Get Control of Your Personal Information – Know What to Shred

Personal information

Personal information security is a hot topic these days. Between news of identity theft, mass data breaches and social media personal data security, the subject is front and center in our minds. We all want out personal information to be safe, whether it is our financial information, medical records, or social media data. Each year, we handle hundreds of documents that entail sensitive information, physical paper, our personal and financial paperwork.

It can be confusing to figure out what documents we need to keep, how long, and what documents we can dispose of, and how. Some individuals are so anxious about identity theft that they do not dispose of any paperwork at all! That results in massive paper piles, making it nearly impossible to find important documents when you need them. These piles can become an overwhelming burden. Paperwork clutter is a common problem, and very tedious and time consuming to tackle.

So, how can we protect our personal information (without getting buried in paper), at least the kind of personal information which commonly arrives in the mail? What to keep? How long? Why? We have some answers for you.

What Personal Information to Keep and How Long

  1. Tax Returns: Keep copies of all your tax returns. Keep the back-up information and
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5 Ways to Make a Rainy February Productive

Plan and be productive

February – the month of the Super Bowl and Valentine’s Day, football jerseys and candy hearts. Around here, it’s also the month when we start wishing for the puddles to dry and spring to arrive. While it is still cold and gray outside, you CAN be productive and get lots done inside. Grab your favorite coffee drink, and let’s get cracking!

Put Away Holiday Decor

If you haven’t done so yet, pack up the rest of the holiday décor and put it away until next year. Return your inflatable Santa to it’s box in the garage, and recycle the sad, dry Christmas wreath. If the gloomy February weather is sapping your energy, you might need an energetic, cheerful organizer to boost your productivity and get the last of that holiday décor put away. We are a phone call away.

Reduce your Partner’s Burden this Valentine’s Day

For Valentine’s Day, think about doing something simple yet thoughtful.

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10 Reasons We Keep So Much Paper

Paperwork on a cluttered desk

It seems that everyone struggles with paper clutter. At the beginning of each year, we encourage clients to go through filing cabinets, recycling or shredding unneeded documents. For some folks though, the paper clutter is deeper than a few old insurance explanation of benefits or old quarterly financial statements.

The following are ten reasons we hang on to so much paper!

  1. Information is powerful. We keep a lot of paper as reference material, so we can find it later when we need it.
  2. For many people, printed copy is easier to read than online. Some folks print reams of documents with the intention to read through every page.
  3. Catalogues are promises of a better future self or home. We often hang on to them for inspiration or potential future purchases.
  4. Magazines can be full of knowledge we’d like to retain. We keep them to read them again, or to hang on to the “knowledge” we’ve gained.
  5. Beautiful photography in magazines may inspire our travel. We may get ideas for home remodeling projects from magazines. Although much of this information is also available online, we may keep the magazine as a physical reminder.
  6. Sometimes, the paper is your work product. You may have copies of projects
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Organize to Protect Your Identity

Paperwork on a cluttered desk

Data breach. Customer information stolen. Identity theft. Those words regularly appear in the news, making you, the consumer, angry. You wonder why companies can’t seem to figure it out–either stop collecting personal information or protect it!

Despite companies’ security efforts, the risk of identity theft isn’t going away. Criminals world-wide seem to be one step ahead. In 2016, over $16 billion was stolen from consumers, around $1,300 per victim.

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Are You Drowning in Paper Piles?

paper piles

Where does all that paper come from?

Paper used to be a rare and precious commodity, but today most families are drowning in it. Mail, such as utility bills, financial statements, medical explanation of benefits, store catalogs, magazines, and election pamphlets are delivered daily. Children’s school work and art projects also create volumes of paper. Work related documents, those can pile up quick. What if you have a small business? Tons of paper. What if you manage multiple properties? More paper.

Much of the paper which enters our homes represents an action item of one kind or another. The action item might be: pay this bill, review this statement, call this company, read this document, save this document for the future, take advantage of this retail offer. You empty the mailbox on your way home from work, and voila everything in the mailbox is more to-dos for you. Great. Just great. As if you didn’t have enough to do already.

Mounds and Mounds of Paper

Even if you don’t receive many magazines or catalogs and you pay your bills on-line, you are still dealing with mounds

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Part 2 – Does the Thought of Tax Preparation Make You Panic?  You Are Not Alone

Organize your paperwork

Unless you are an accountant, for many of us, filing our tax returns ranks on the list of fun activities right next to root canals. Some of us get through this yearly chore one way or another and file our taxes by the deadline.

For others, it is not so easy. Many Americans who struggle with this deadline may end up paying hefty penalties for filing their taxes late or not at all. There could be many potential reasons for filing late, but for some, the reason is simply disorganization.

All over the United States families struggle with the volume of paper coming into the home. Catalogues, magazines, kids’ schoolwork and projects, work papers, receipts, oh and – mail, enter our homes daily.

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Five Reasons to Get Started on Your Taxes Today

Don't delay, file your taxes today!
The deadline to file your 2016 taxes is on April 18, 2017. That may feel like a long time from now, but the time to file is now. According to the IRS, 20-25% of Americans wait until right before the deadline to prepare their documents and file. By then, they may be looking at extensions, or worse expensive penalties.

 

Here are five reasons to get started on your taxes today:

  1. By the end of February most financial institutions have mailed out their
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Get Your Paperwork Under Control This Month!

Organize paperwork

It’s January and that means it’s time to catch up on things like paperwork and bills. Time to pay that holiday credit card bill (ouch!) and finish up returns and exchanges. As you pay your bills and do your filing, you might notice how full your file cabinets have become over the past year. January is the perfect time to purge paper. Doing it now will not only help you feel in control, but with everything neatly filed, tax season will be a breeze!
Do you have a pile of old utility statements?

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Organizing Paperwork

Paperwork on a cluttered desk

Let’s Talk Paper! With the holiday season safely behind us, March is the best time of year to get all of our paperwork in order. These three things will help get you in ship shape: catch up on filing, clear out old files, and prepare documents for the tax season.

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