Tips to Organize Your Important Paperwork
Share
Posted by Lisa D. on April 30, 2018 in Acuity

Do you ever feel like you’re buried under a pile of paper? Even in today’s electronic world, there are many documents you receive in paper form and need to keep. Follow these tips to stay organized and keep paper under control.

 

  • Keep it forever. Some personal records and documents related to state or federal matters need to be retained indefinitely. This includes birth or death certificates, Social Security cards, a marriage license, wills, property deeds, and licensing documents that don’t expire.

  • Keep for a while. In this category are tax records and receipts (keep for 7 years), warranty documents (as long as you own the product), and vehicle titles (until you sell the car). If you receive paper copies, keep your pay stubs, bank statements, and medical records/bills for a year, although archived copies are often available online through your employer, bank, or health insurer.

  • Keep only the most recent one. This category includes Social Security statements, annual insurance policy statements, retirement plan statements, and similar documents. Again, you may be able to obtain some of these statements online as well.

  • Keep until they clear your bank account. This includes ATM receipts, utility bills, credit card charge slips and statements, and check duplicates. 

  • Don’t keep. Everything else! Be sure to shred any documents with personal information on them. 

 

Have a designated place to keep all important papers—a filing cabinet, drawer, or closet—and use folders to file documents by type. You may want to consider a safe or safe deposit box for those “forever” documents.

 

To stay organized, deal with the papers right away when they come into the house. File what needs to be kept and recycle or shred the rest. It’s much easier to deal with documents right away than to sift through a stack that’s a few months old.

Lisa D.
Lisa D. has almost 20 years of experience in the insurance industry, including over 15 years at Acuity. Before starting at Acuity, she obtained her P&C license and sold personal insurance. She keeps a pulse on industry trends while continuing to specialize in developing and updating personal auto insurance products. On top of that, Lisa has her Association in General Insurance (AINS) and Associate in Personal Insurance (API) designations. Outside of work, Lisa enjoys cooking, photography, and spending time with her family. The last two go hand in hand, as she takes pictures of her kids every day.


Get a quote today and Achieve Total Acuity
Posted By: Dana B on January 2, 2020 in Acuity
It’s no secret that when consumers are searching for a place to stay on their next trip, whether it’s for business or pleasure, the options are plentiful. The hotel market is saturated, so the ability to differentiate brand, offerings, and experience to attract clients is vital.
Posted By: Paige N. on December 23, 2019 in Acuity
Amazingly, 2019 is already coming to a close—which means it’s time to make those New Year’s resolutions! Regardless of whether you buy into resolutions, the change of the calendar year is a great time to reflect on the past and make plans for how to improve.