GET IN THE HABIT OF...
Here are some tips for how to handle all paperwork that comes along with life.
Organization is what it's all about.
Systemize your paperwork. Put all bills in one place and establish a filing system. Also be sure to check your bank and credit card accounts regularly and carefully review all statements.
Trash it! Sometimes the best placeto organize things is diretly through the shredder. But before you do, consult your tax advisor or a good financial website for advice on how long to keep financial statements.
These are better than the floor.
Safe-deposit box: Good for birth, death, and marriage certificates; stocks, bonds, deeds and other important papers you don't want to keep at home.
Fireproof lockbox Keep it at home and store anything you'd need in an emergency, such as passports, power of attorney, living wills, advance directives, and insurance policies.
What about my will? Consult an attorney about the best place to keep the original.
Why use paper when technology is so great!
Direct deposit and withdrawal. If your employer offers direct deposit, utilize it. Alos have recurring monthly bills taken electronically out of your bank account if possible.
Organization is what it's all about.
Systemize your paperwork. Put all bills in one place and establish a filing system. Also be sure to check your bank and credit card accounts regularly and carefully review all statements.
Trash it! Sometimes the best placeto organize things is diretly through the shredder. But before you do, consult your tax advisor or a good financial website for advice on how long to keep financial statements.
These are better than the floor.
Safe-deposit box: Good for birth, death, and marriage certificates; stocks, bonds, deeds and other important papers you don't want to keep at home.
Fireproof lockbox Keep it at home and store anything you'd need in an emergency, such as passports, power of attorney, living wills, advance directives, and insurance policies.
What about my will? Consult an attorney about the best place to keep the original.
Why use paper when technology is so great!
Direct deposit and withdrawal. If your employer offers direct deposit, utilize it. Alos have recurring monthly bills taken electronically out of your bank account if possible.