Posts Tagged ‘Catalogs, Mail & More’

Paper – It’s Everyone’s Issue!

January 21st, 2010 by Natalie Conrad | No Comments
Paper – It’s Everyone’s Issue!

Since the beginning of my professional organizing career, the most asked question has been “How to I keep up with all the paper in my life?” (or some variation thereof). Paper is prolific in our lives as Americans. The fact that we now have computers seems to have compounded, rather than relieved, the influx of papers. Even though we may receive less letters and billing statements in our postal mailbox, we are still inundated with the circulars, ads and the charitable and political donation requests.

So the biggest key to controlling the paper is to stay on top of it.
I have seen ignored stacks of paper grow to reach ceiling heights. Sometimes the paper is collected into boxes that then clutter the garage, leaving the cars in the rain! How do you keep up with all the paper in your life? By staying on top of it. Here’s what I mean:
You come in from work, mail in hand. Don’t throw everything on a horizontal surface, instead, quickly sort thru the mail and throw out those pesky circulars, ads and anything that is junk mail. By only doing this you will have decreased the amount of paper in your hand by 50-70%. Get used to the fact that when you think something is junk mail, you are probably right – it’s junk mail! Don’t feel like you have to open the envelope from your political party unless you do plan to make a charitable contribution. They are not sending you a check! Just shred it and move on with your day!
Now what to do with the rest of the mail in your hand? You have a few options here:
1. Look at everything right away, make decisions, and put things where they belong, OR
2. Have a mail basket or container of some sort that you put this mail in until you have time to look at it.

Going thru the mail basket once, twice or even three times a week will help you keep the paper to a minimum. The key, however, is to do something with the mail once you decide to go thru it. This means put the bills to be paid together, read the newsletter, add that “Save the Date” to your calendar, make a note of things that require a response on your to do list. Like the Nike slogan – just do it! Getting rid of that visual paper clutter will go a long way in helping you begin to sort out the mental clutter. Did you know they were related??? More on that later……


Paperwork and Documents: How Long Should You Keep Them?

August 17th, 2009 by Natalie Conrad | No Comments
Paperwork and Documents: How Long Should You Keep Them?

Keep What?

Household papers!  You know those papers that keep multiplying in your home? It comes in the mail, is created at our printers, comes home with the children, and can even magically appear when we are not looking! Some documents are vital and must be kept while others need to be tossed regularly.  So here are some retention guidelines for the personal papers:

Keep Indefinitely:
  • Wills & Trusts
  • Birth/Death certificates, passports, adoption papers
  • Divorce papers, military records, deeds, property titles
Long Term (at least 7 years):
  • Income tax returns with supporting documents
  • Home improvement documents
  • Investment records (year end statements)
Short Term (1–3 years):
  • Paystubs
  • Medical bills
  • Bank and credit card statements (unless available online)
  • Current Insurance Policies
Don’t need to keep:
  • ATM receipts, grocery receipts
  • Utility/garbage/phone bills
  • Investment annual prospectus’
This is not an exhaustive list nor is it set in stone. These are just recommendations. For any tax or legal documents, please consult your accountant and/or legal counsel before eliminating them. This list does not address business record management. If you have questions about business documentation, consult your accountant.


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