Keep these for 1 month
| Credit card receipts | |
| Sales receipts for minor purchases | |
| Withdrawal and deposit slips Toss after you have checked them against your monthly statement |
Keep these for 1 year
| Paycheck stubs | |
| Monthly bank, credit card, mutual fund, brokerage and retirement account statements |
Keep these for 7 years
| Taxes returns | |
| W-2′s, 1099s and other tax return items (Checks to back-up tax returns) |
|
| Year end credit card statements, brokerage and mutual fund summaries |
Keep these indefinitely
| Receipts for major purchases | |
| Real estate and residence records | |
| Wills and trusts |
Keep these secure in a safe deposit box
| Birth and death certificates | |
| Marriage licenses | |
| Insurance policies | |
| Divorce papers |
WANT TO USE THIS ARTICLE IN YOUR E-ZINE OR WEB SITE? You can, as long as you include this complete blurb with it: ”The Home and Office Organizer”, Cheryl Kaufman helps busy executives and home managers create organized systems that are easy to maintain, get your FREE organizing tips now at http://www.thehomeandofficeorganizer.com/. For more information contact:
Cheryl Kaufman
(916)206-0147
Cheryl@TheHomeAndOfficeOrganizer.com
Serving Sacramento and Northern California
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