Book Title: Organise Your Life - Free yourself from Clutter & find more personal time
Author: Roni Eisenberg with kate Kelly
Year written/published: 2007
Summary: Organising in all facets of life… Life, Household, Kitchen, Holidays, Traveling, Office… etc.
My Comments: Very useful book!
Some extracts:
Toss Every month:
- ATM and Bank deposit slips
- Credit Card receipts
- Sale receipts and minor purchases
Toss after 2 years:
- Monthly bank and credit card statements
- monthly or quarterly brokerage and mutual fund statements after you’ve reconciled them with your year end reports
- monthly mortgage statements
- phone and utility bills
- paycheck stubs after you’ve reconciled them with your annual tax filling
hold until sold:
- confirmation slips for securities
- real estate deeds
- home improvement records
Retain for 7 years:
- Tax filling
- year end statement from credit card companies
- phone and utility bills if you deduct for business expense
- cancelled checks and receipts’ statements for annual mortgage, interest and property taxes, deductible business expenses, child-care bills, out of pocket medical costs
keep indefinitely:
- annual tax returns
- year end statements from financial service companies
- confirmation slips of purchase price of any investments you own
- papers that indicate beneficiary designations
Clean office desk space…
- blotter
- telephone
- cloc
- calendar (if you use paper system)
- address book (if you use paper system)
- pencil holder
- paper clip holder
- stapler tape dispenser