Simpler Record Keeping Simplifies Your Life

Getting your financial papers in order can pay big dividends in saving money and bringing peace of mind…How many times have we misplaced a bill and ended up paying late fees and finance charges?  Is a “great deal” with a rebate still a great deal when we lose the rebate form and never redeem it?   Are we making the most of our tax deductions with all the pertinent financial documents at hand?

 

For many of us, our financial filing system has room for improvement but there are some simple steps that you can take now to get started:

 

Step 1: Toss Verified Receipts and ATM Slips

Step 2: Hang on to Final Statements for up to Seven Years

Step 3: Give Your Papers a Home

Step 4: Be Systematic

Step 5: Tackle the Backlog

 

Read more about the five steps to simpler record keeping and give yourself a pat on the back and peace of mind…