Paperwork Overwhelming?

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More and more paper arrives each day with the mail and if you have been away this summer you know what greets you upon your return: a bag full of mail. If you missed the presentation on organizing paperwork at Surry Berwyn in July, here are some suggestions to help you get started in clearing out the clutter!

  • Create an inbox where you place mail that you do not have time to handle.  Sort through it once a week, so you can pay bills, file important papers and respond to important mail in a timely manner.
  • Reduce the amount of paper arriving at home by removing your name from mailing lists. Stop taking brochures, menus and flyers.
  • Create a file system and be sure to alphabetize the files, so you can find things when you need them. 
  • Clean out the files once a year.  Break the process into small steps.  When you sit down to watch TV, grab a few files to clean out during commercials. 
  • When cleaning out, shred any papers with personal information, such as account numbers.  If you have a large amount of papers to shred, then check the local newspaper for shred events in your area.  These events are generally held in the spring and fall and sponsored by banks, state senators/representatives, libraries, or community fairs.

It’s a simple process that can save you time and money. You won’t have to waste time looking for misplaced statements, bills, tickets, and other documents. You may save money by paying bills on time and not having to request replacement copies of documents that can’t be found.

Remember, it’s easier than you think to get organized!  If you need assistance, call Jacky at 610-283-7085.

By Jacky Kennedy Sisson
Surrey’s Daily Money Manager