Paper Shuffling

Paper Shuffling

Your desk may not look as pristine as this but if your paper work overwhelms you here are some guidelines for trimming the amount of paper you retain and keeping  you organised.

What records to keep

1 Year

  • Paid Bills
  • Annual Investment Statements

7 Years

  • Tax Records
  • Bank and Credit Card Statements

For as long as they are active

  • Contracts
  • Mortgages
  • Real Estate Deeds
  • Home Improvement Receipts
  • Paid Bills for Insurable Purchases
  • Stock or bond Certificate


  • Marraige and Divorce Papers
  • Passports
  • Education Record

Contact us to set you on the right path to organisation and freedom from chaos

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