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![]() Organize your record-keeping system to save time and effort. Never search again for an important household paper. Set realistic goals for getting organized. ![]() Organize and/or replace important papers.Identify and inventory important papers.Even on an everyday basis, systematic recordkeeping makes it easier to pay bills on time, find receipts, and share paperwork chores. If we’re meeting with an attorney or financial adviser, we can prepare in an hour rather than a week. If we experience fire, flood, or theft, we can lay our fingers on essential documents without delay. When something happens to us, it allows our loved ones to readily locate our health-care powers of attorney, insurance policies, medical records, and outstanding bills. How quickly could we access our birth certificates, immunization records, wills, vehicular titles, or even three-month-old credit card statements? Did we file them away and, if so, where? How long would it take to find-or replace-them?Ī systematic plan for keeping track of important papers can save hours of anxious searching. While we’re tempted to lump our personal documents among life’s petty details, their significance can be major. One of life’s most important lessons is distinguishing what is trivial from what is not.
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