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1099s

Getting Organized

By | 2021, Money Moxie, Newsletter | No Comments

Keeping up with paperwork, documents, and bills each year can be challenging. It is too easy to put the papers in a pile to be addressed at a future date. Or, my personal favorite, file them away and store them until you run out of space.

You can handle paperwork more efficiently. The tricks are to go paperless when possible and save only necessary documents. Technology makes it easy to organize statements and bills, so take advantage of electronic access whenever possible. Some documents like pay stubs, investment statements, and insurance policies may be kept for a year. Other documents will be around longer. Suggestions for what to keep and what to toss are summarized below.

For tips on organizing your entire home, watch our recorded Money Matters webinar. It can be found on our website at SmedleyFinancial.com under Just for Women – Organization from March, 9th, 2021.

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