Tag: organizing documents


01.29.2016 How to Create a Personal Financial Inventory

No matter your age or stage in life, taking occasional stock of your personal financial life can be helpful for more reasons than just bookkeeping and records management.  As our accounts increasingly move to the cloud and to digital management (e-delivery, automatic bill paying, etc.), more households than ever have… Read more

06.01.2015 Organizing Electronic Files

The trend toward a paperless economy is here to stay.  Banks, insurance companies, investment services, health care offices, schools and other employers (to name a few) have increasingly transitioned customers and workers to electronic messaging and document delivery as the sole means of communication and information transfer. As a result,… Read more

01.31.2015 How to Easily Update and Maintain Files

Who’s ready for a fresh start? In our series on organizing personal papers, the first suggested project is to create or update your file system and it nicely ties with the start of a new year.  Regardless of whether you manage active and reference files in paper or electronic form, reviewing… Read more