Tax filing organization
H&R Block has a straightforward list of documents you may need to help you file 2015 taxes, whether you do it yourself or with an accountant. When in doubt, talk with your CPA or … Continue reading
all about paper shedding
H&R Block has a straightforward list of documents you may need to help you file 2015 taxes, whether you do it yourself or with an accountant. When in doubt, talk with your CPA or … Continue reading
Noah likes to host big barbecues in warm weather. He relies on plastic utensils, paper plates, and plastic cups for his parties, and likes to keep large quantities on hand. His place has an awesome … Continue reading
Many clients and friends have asked me which personal papers they need to save and for how long. The Federal Trade Commission has a nice one-pager on this subject. You can use this as … Continue reading
I often hear people grumble when tax season rolls around that they are overwhelmed by paper and scrambling to get all their tax documents together. If your 2014 paper management system failed you, here … Continue reading
What about the school work? A number of people (both clients and friends) have asked me whether they needed to keep papers and textbooks from college or grad school. The answer depends on each … Continue reading
It is unbelievable how much technology has changed the way we photograph. Smartphones and digital cameras make it easy for people to take huge numbers of photos, but instead of getting prints, we can store … Continue reading
I don’t always pay attention to advertisement emails from my credit card company. One recent email actually caught my eye: “Slim down your mailbox and go paperless.” I was curious about how the company was … Continue reading
Last year I had the pleasure of working with a 90-year-old client, Sarah, who had just moved into an assisted living apartment. Her daughter hired me to help Sarah organize her living room and desk … Continue reading
Lots of people I know, especially those who grew up during the depression era or were taught about money by those who did, were told that when it comes to financial documents, you save EVERYTHING. … Continue reading
To be paper-free is not a reality for most of us, but cutting back is doable. One of my friends was working at a retreat center this summer and showed me one of their brochures. … Continue reading