Episode Details
Back to Episodes338 | Office Series - What to do about paper | Reference materials
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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