Tuesday, October 23, 2012
Are your files full of paper you no longer need?
Financial record keeping is the hardest for me to be sure of in terms of requirements. I tend to over save which has produced a lot of files full of paper. I'm in the process of looking at it all carefully and removing what is not needed and then shredding the appropriate papers before they are recycled. Not fun but then I don't want to move all this paper when we finally do sell this house! Maybe I will reconsider those paper copies of investment contracts and verify what is online. I guess all we need is a list of the account numbers.
Update: I decided to keep the paper copies of the contracts for now as I couldn't find the same info online easily. It's probably there but I needed to move on!