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338 | Office Series - What to do about paper | Reference materials

Published 5 months, 2 weeks ago
Description

The 4 Categories of What to Keep as Reference

1. Identity & Legal

Documents that establish who you are:

Birth certificate

Passport

Social Security card

Marriage or divorce records

Name change documents

These are foundational and worth keeping accessible.


2. Financial & Tax

Documents tied to money and compliance:

Last 7 years of tax returns

Current-year financial records

Property deeds or titles

Insurance policies

Older financial paperwork is rarely needed beyond this window.


3. Medical

Documents that support continuity of care:

Vaccination records

Major diagnoses or procedures

Current insurance information

Stacks of old printouts are usually unnecessary.


4. Home

Documents related to the home you live in now:

Warranties for items you still own

Manuals you actually reference

Major repair or renovation records

If it doesn't support your current home, it likely doesn't need to stay.

 


 

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