In addition to cleaning up my kitchen this past week, I spent some time organizing and updating my files, which I keep in a hanging file under my desk. For as long as I can remember I keep my files ordered by:
- Bank accounts
- Credit Cards
- Social Security
- Monthly bills
- Insurance
- Lease (and now Mortgage) Information
- Student Loans
- Current year receipts (i don't really keep these anymore, I take photos of the important ones and save them to Evernote)
- Retirement accounts
- Investments
- Tax Returns
In another rack, I keep my (non-financial) health and education records. Something else that I love doing is using the company's logo or letterhead for labeling each hanging file. I figure these corporations spend millions on creating memorable images, so I will take advantage of their brand recognition; thus, saving myself the valuable time of reading each label.
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