How to Manage a Paperwork Backlog
I see this so much with my older clients. Most, if not all of them have a huge paperwork backlog. I get it, I really do. As I was growing up, even though I didn’t notice at the time, my parents were collecting paperwork. There were invoices, utility bills, cancelled checks - yes, our cancelled checks were actually returned to us in our monthly bank statements, investment statements, all types of insurance bills/statements, medical bills/statements, etc. The incoming flow of paper was relentless! Pretty much anything paper-related came to us via the US Postal Service, business and personal. Not only [...]
