• Bank Statements
  • Business Documents
  • Credit Card Statements
  • Education/School Information
  • Health Insurance
  • Mortgage Statements & Paperwork
  • Pay Stubs
  • Utility Bills – filed separately: cable, electric, water, gas,
  • Volunteer Responsibilities

Take the time to create an effective filing system that is intuitive to you.  Use good, quality products that will allow you to find your documents quickly when you need them.  Keep only the most current version of these documents on hand – shred or discard anything that is out of date or house in another location.