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Get All Your Ducks in a Row

By |2022-01-28T11:50:56-06:00February 2nd, 2022|Categories: Preparation|Tags: , , , , |

Get all your ducks in a row. I’m sure we all know the meaning of this statement – to organize your tasks, time and tools to be prepared to take action on the next step. There are theories as to the origin of this statement that goes back a long way. This is especially pertinent at this time of year, tax time. In order to prepare your annual income tax returns, you need to get all your ducks in a row, or to gather all the documents required to complete this task.  It’s a term that means to prepare for [...]

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Tax Preparation – DIY or Hire An Accountant

By |2020-11-17T13:41:16-06:00February 12th, 2020|Categories: Paper Management, Storage|Tags: , , , , , |

After the first of every year, we head into the dreaded tax season. The time to gather documents for tax preparation. Documents and notices pertaining to our income and associated accounts start to filter into our mailboxes – email inbox or physical mailbox. In anticipation of the yearly event, creating a folder to store all these documents in the same place is essential for ease of access for tax preparation. For those with filing systems setup to work for you, this is a no-brainer. When a required document arrives in your mailbox, it goes right into the folder. For those [...]

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Creating a Caregiver Binder

By |2022-06-20T12:59:28-05:00November 14th, 2018|Categories: Eldercare, Organizing Tips|Tags: , , , |

Creating a caregiver binder is essential for a lot of reasons.  The number one reason is for peace of mind for the caregiver and the care recipient.  This binder is a portable compilation of resources to have at your fingertips to assist in your role as caregiver. A caregiver binder should include as much information as required for the care recipient’s needs. It should be portable to accompany the caregiver and care recipient when they visit healthcare providers.  Most doctors will ask about medications you’re taking to ensure they have the most up-to-date list.  If they make changes, you can [...]

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A Strategy For Paper Piles

By |2020-11-17T13:41:25-06:00August 22nd, 2018|Categories: Paper Management, Storage|Tags: , , , , |

Have you ever seen someone’s desk, either at work or in their home, that has paper piles covering the surface?  Perhaps your desk looks this way.  These people are known to the organizing world as pilers.  It’s a very common organizing style, or dare I say, lack of organizing style. When asked, pilers will tell you that they can find what they need when they need it. If this style works for them, great, although I’m not sure how they can find a particular document in all those piles.  Maybe it’s some sort of brain radar that has yet to [...]

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Shredding Documents

By |2020-11-17T13:41:26-06:00May 16th, 2018|Categories: Home Organization, Paper Management|Tags: , , , |

Shredding documents that are no longer needed and contain personal information, has become a part of the spring cleaning ritual.  It makes sense, as mid-April is the deadline for filing income taxes.  We accumulate copious amounts of paper year-round, and after filing our income taxes is a great time to purge the excess. Shredding Service - Free Typically, banks and credit unions hold free document shredding events after the tax deadline, some just before. These free events typically occur in April and May. They understand the importance of minimizing the amount of paper in our homes and our businesses. These [...]

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Identity Theft – Is Your Personal Data Protected?

By |2020-11-17T13:41:50-06:00May 11th, 2011|Categories: Organizing Tips, Security, Storage|Tags: , , , , |

Identity theft is a serious problem that seems to be escalating. If you have been a victim of identity theft, then you know what I mean. It can be costly, time consuming and emotionally draining to get everything secured after an attack. Protecting your personal data is now more important than ever. Your personal identity information, or PII, can be taken from you in a variety of ways, from dumpster diving to computer hacking. Another form of protection to consider is in the event of a weather emergency, or house fire. Some documents can be scanned and put on a [...]

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