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Peace of Mind Organizing

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Articles tagged with paper-management

Hunkered in? Do some filing!

13 January 2017 | Comments [0] »

Much of the U.S. is dealing with some lousy winter weather today. Here in St. Louis, a two-day ice storm is forecast and both the national weather service and the state transportation division have instructed people to stay off the roads. I’m not going anywhere. Seems like a perfect weekend to catch up on a few things.

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Decluttering old papers and memories

26 October 2015 | Comments [1] »

Over the weekend, I faced down the challenging of decluttering a file cabinet full of old papers and memories. I love having these experiences that put me in my clients’ shoes and help me better understand what they’re going through.

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Worth repeating: 5 questions to ask yourself before getting rid of paper

20 August 2015 | Comments [0] »

Paper is one of the toughest things for people to make decisions about. Three years ago, I wrote this post to guide you on letting go of paper. It’s still relevant today.

Sometimes when I work with clients, I realize that they’ve hung onto a lot of paper out of fear. They’re afraid that they’ll toss or shred a piece of paper and find out later that they need it.

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Clever DIY divider for your hanging files

27 October 2014 | Comments [3] »

I’m a big believer in dividing files into categories. While some folks like to file folders all together in a straight A to Z formation, I prefer to put like things together. So business files are separate from personal files, for example. Depending on the number of files you have, you might have separate categories for Health, Financial, Hobbies, etc.

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Storing tax documents

3 April 2013 | Comments [2] »

I filed my taxes last weekend. Once that was done, I had to think about what to do with all the supporting documentation. I don’t like to spend much time organizing those papers because I’m fervently hoping that I’ll never have to look at them again. (The only reason I can think of that I would is if I were audited.)

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Worth repeating: Organized travel documents

3 December 2012 | Comments [0] »

I’m leaving tomorrow for another trip to see my parents in Walla Walla. On July 25, 2011, just after I’d returned from a trip to Walla Walla, I blogged about the swell travel organizer I use to keep track of my paperwork while I travel. I’ve used it for every trip I’ve taken since (which must be at least a dozen) and the durable organizer continues to work well. I so I figured it was worth re-running my review, originally published July 25, 2011.

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Don't let paper pile up on you

24 October 2012 | Comments [0] »

On Monday, I bloggd about 5 questions to ask yourself before getting rid of paper. My intent was to encourage you to part with most paper, because you can get it again if you need to.

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5 questions to ask yourself before getting rid of paper

22 October 2012 | Comments [0] »

Sometimes when I work with clients, I realize that they’ve hung onto a lot of paper out of fear. They’re afraid that they’ll toss or shred a piece of paper and find out later that they need it.

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Product review: Filertek dry-erase hanging file tabs

18 July 2012 | Comments [0] »

A couple of years ago at the NAPO conference I was given a small package of Filertek dry-erase hanging file-folder labels. To be honest, these reusable tabs seemed to solve a problem I didn’t have and I brought home the sample and then never used it.

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App of the week: Paper Karma

13 July 2012 | Comments [2] »

My friend, social media expert Jacquelyn Kittredge, told me about Paper Karma, a free app that helps you stop junk mail and unwanted catalogs.

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Get your Social Security statement online

7 May 2012 | Comments [0] »

I don’t know if you noticed, but if you’re under 60, the Social Security Administration has stopped sending you your annual statement that details what you will be earning in Social Security payments after retirement or disability. The statements are now available for online access, however.

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Organized travel documents

25 July 2011 | Comments [1] »

I went on a week-long trip to visit my parents in mid-July. It involved air travel, car rental, and hotel stay (my parents live in a small condo, so I don’t stay with them).

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Taming the pile of active papers

15 June 2011 | Comments [0] »

I have this clean desk policy that I’ve been blogging about since 2008. Basically, I make sure I clean my desk off at the end of every business day. It’s glorious and it helps me hit the ground running when I arrive at my desk in the morning.

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How's your mail doing?

1 April 2011 | Comments [2] »

I was looking back at posts from a year ago and was reminded that on April 5, 2010, I posted the results of a poll I did on the blog about how you handle your mail.

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Final reminder: free shredding event

18 February 2011 | Comments [1] »

Tomorrow’s the free shredding event sponsored by NAPO-St. Louis and Shred and Protect Document Services.

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Help for catching up on your shredding

12 January 2011 | Comments [0] »

One of the things I did during that glorious week between Christmas and New Year’s was clean out my files. My recycling box is full but I also have a large pile on top of my shredder.

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Need more room to label your file folders?

27 October 2010 | Comments [4] »

Do you have trouble getting all the information you want onto file folder labels? Whether you use a label maker, labels printed on your computer, or handwritten labels, it can be tough to fit everything you want on the label to make it meaningful.

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How's your relationship with the mail?

17 August 2010 | Comments [0] »

I’m usually excited when the mail comes. Don’t ask me why; gone are the days of surprise letters or cards from people. And that’s okay, I love email. But I always scurry to the door when the mail arrives.

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How long should I keep that stuff?

30 July 2010 | Comments [0] »

Just yesterday, I was interviewed by the fabulous journalist Michelle Rafter for an article called Paper Chase: Should It Stay or Should It Go? about how long to keep certain types of records. It’s already up on the website Second Act, which aimed at people who are (like me) 40 years or over.

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Handling the mail: the survey results

5 April 2010 | Comments [0] »

A couple of weeks ago, I put together a poll on how folks deal with the daily onslaught of postal mail. The results are in and I think they’re kind of interesting.

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How do you handle your mail?

17 March 2010 | Comments [3] »

Dealing the mail that comes to the house can be a huge hassle for many people. Most of my clients have difficulty dealing with it and I know I’ve let it pile up in the past. I’m thinking of developing some sort of product to help people with their mail and I’m curious how my blog readers handle their mail.

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Has your shredding piled up?

29 January 2010 | Comments [0] »

Shredding is so important. I’m often shocked when I meet new clients to learn that they don’t own a shredder. They think tearing up sensitive documents is sufficient. Then I’ll share with them a little experiment done on one of the morning shows that a client told me about. They took a credit card offer and tore it up. Then they taped it back together, photocopied it, filled it out and got the credit card. To me, that’s proof enough that shredding is essential. Identity theft is too devastating to mess with.

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Past, present and future

7 January 2010 | Comments [0] »

I was re-reading Judith Kolberg’s excellent book, Conquering Chronic Disorganization, recently and was struck by a concept. (One of the things I love about this book is that new things jump out at me each time I read it.)

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