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Helping You Make your "Today Home" into Your "Forever Home"... Making Your Home More User Friendly... Suggestive Checklists
Thursday, November 9, 2017
Sorry, I hit a snag.
Sorry, I haven't been posting, I hit a snag.
Back to work after surgery. Car wreck. New job. Life happens. Back on track I hope.
Back to work after surgery. Car wreck. New job. Life happens. Back on track I hope.
Tuesday, August 15, 2017
Sunday, August 6, 2017
Maid Services Anyone?
What are your cleaning efforts worth? Can you afford to hire a maid?
See how much you save if you put in the labor for cleaning your home.
Or see what you'll pay to have someone clean for you.
http://www.homeadvisor.com/cost/cleaning-services/hire-a-maid-service/
Picture from Home Advisor at the above link. Don't think it will link so I posted the link below it. In the Face Book post, the picture does the link.
See how much you save if you put in the labor for cleaning your home.
Or see what you'll pay to have someone clean for you.
http://www.homeadvisor.com/cost/cleaning-services/hire-a-maid-service/
Picture from Home Advisor at the above link. Don't think it will link so I posted the link below it. In the Face Book post, the picture does the link.
Wednesday, August 2, 2017
Wednesday, July 19, 2017
Evacuation Files
Evacuation
Files or Safety Deposit or
Fire
Proof Safe Paperwork
(Need
information in more than one spot)
Some Information in the file needs to be done
with the help of a lawyer.
Our financial adviser
helped us to find one who could draw up the necessary paperwork. Our daughter
and each of us know where the location of the file is.
□ Lawyers Contact
Information
□ I.C.E. Information
Copy
□ His □ Her Will
□ His □ Her Living
Will
□ His □ Her Health
Care Power of Attorney
□ His □ Her Health Do-Not-Resuscitate
Directive
□ His □ Her Organ
Donation
□ His □ Her Life
Insurance Policy
□ His □ Her Health
Insurance Policy
□ His Hospital, □ Dental,
□ Vision, □ Long Term Care
□ Her Hospital, □ Dental,
□ Vision, □ Long Term Care
□ Vehicle Title(s)
□ Vehicle
Insurance(s)
□ Home Owner Title(s)
□ Home Owner
Insurance(s)
□ Umbrella Insurance
□ Renter’s Insurance
□ Outstanding Loan
Agreements
□ Closed Paid In Full
Agreement Paperwork
□ His □ Her Birth
Certificate
□ His □ Her Marriage
Certificate
□ His □ Her Divorce
Papers
□ His □ Her Veteran
Paperwork
□ His □ Her Funeral
Paperwork
□ His □ Her Burial/Cremation
Paperwork
□ His □ Her List of
Current Bank Accounts,
Accounts & Contact Information
□ His □ Her List of
Current Credit Card Accounts,
Account & Contact Information
□ His □ Her List of
Utility Providers, Account & Contact Information
□ Cell Phone
□ Phone
□ Electric
□ Gas
□ Pool
□ Yard Work
□ His □ Her List of
Employees and scheduled payouts
□ Nurse
□ Home Health Aide
□ House Keeper
□ Maid
□ Driver
□ Other
□ Other
□ Internet &
Authority to Close Accounts (Passwords)
□ His □ Her Financial
Adviser Contact Information
□ His □ Her Retirement
Information
□ His □ Her Passport
□ His □ Her Driver’s
License
□ His □ Her Social
Security Information
All information is located
in one specific folder where "in case both are incapacitated" can be
found by our next designated person or is available in case an emergency
evacuation is ordered.
Another Grab & Go
file has current year’s financial information, have discussed where past and
more recent tax papers are located.
Sunday, July 16, 2017
I
like my stuff, why should I simplify, right size, organize, or declutter?
AARP says that 1 in 3 of adults over
will experience a fall this year. Could you be the one that falls breaking
something thus requiring hospitalization or nursing home care or have a fall so
dire it causes your death?
Check out North Carolina’s Fall Statics which
back up this claim and further more notes that falls start to increase after
the age of 50.
Another site backs up the short version http://www.injuryfreenc.ncdhhs.gov/DataSurveillance/2013FallsBurden.pdf
Have you tripped, fallen, stubbed you
toe, barked your shins, caught your arm/leg/body on the sharp corner of a piece
of furniture?
Has anything fallen on you from a shelf,
cupboard, closet or from a stack of something just sitting out somewhere in one
of your rooms?
Is the floor in any room of your house a
waiting booby trap?
Can you walk freely in the rooms of your
home without tripping or bumping into things?
Are horizontal surfaces in your home a
magnet for multiple haphazard piles of stuff?
Do you lose things in your home--mail,
bills, other important paperwork, keys, meds, glasses, coats, billfold, purse,
shoes, checkbook, etc.?
Have you missed a bill payment, doctor’s
appointment, medication?
Are you constantly late to where you are
going?
Have you missed dates with family or
friends?
If one or more of the prior things
happens to you on a constant basis, then yes, you should, simplify, right size,
organize, or declutter!
No one can predict the future. Having
your home safe and organized will be a plus if someone visiting your home is in
a cast, recovering from surgery, using crutches, a cane, a walker, and a wheel
chair. (See fall injury data, you want your home safe for visitors as well as
yourself and family--liability home owners insurance claims could be
devastating.)You never know when you might find your mobility compromised. And
the kicker is that nursing staff generally doesn’t do house cleaning.
If, for some reason, you find that you
need a cleaning service then check out an article, House Cleaning Services-Average
Prices & Costs that I found on July 15, 2017 at
http://www.homeadvisor.com/cost/cleaning-services/#closing-article .
The
detailed article states at one point that,
Prices and considerations for and individual
versus a service vary widely.
Some rates you could be looking at are:
$50 to $70 for an individual for two
hours
$80 to $150 for a professional cleaning
company for
two hours.
To
me, common sense dictates that the better organized my home is before a
cleaning company comes in to clean, the more that the cleaners can accomplish
while they are cleaning on my dime. If the little ordinary everyday cleaning
events are out of the way, then the professional cleaners can tackle projects
that I can’t accomplish. Or to put it another way, the less stuff I have, then
the quicker they can clean my home, thus saving me money.
If you are fortunate to have family and
friends helping you clean, then having your home organized can help them help
you. Their time is valuable. Being on top of it all, everyday, allows your
family, friends and you to have a longer social visit or just have more fun.
So simplify, right size, organize, or
declutter in order to live in a safer home, save money, time, and aggravation.
Doing so will help you in gaining time to have fun with family and friends or
complete special projects dear to your heart!
Email me at adaptiveorganization4you@gmail.com if you'd like a free checklist for your home.
Wednesday, July 12, 2017
What furniture do you have in your living room?
My
Main Stream Living Room Furniture is Disappearing
It all started when my niece needed an extra bed for
her children when her marriage broke up. Hubby and I had a high back, queen
hide-a-bed sofa. It would seat 4 adults or multiple children easily. It had
been used for seating about 6 times in the last few years and for sleeping
about twice. It took up a lot of space and was hard to move, so, we gave it to
our niece. It took 4 adults and removing the legs to get it out of the front door
and onto a truck. No need to buy anything new, we still had plenty of chairs.
Next to disappear was the matching twin recliner with
a table installed between the recliners. The recliner fit my 6 foot hubby
perfectly, but not my 5 foot 2 in frame so much. Once again, it took 4 adults
and removing the legs to get it out the door and onto a truck. My nephew loved his new, man cave, television
theater, seating solution.
We rescued a heavy, solid wood, smaller love seat (family
heirloom); repaired it, and had cushions made to fit. Fast forward a couple of
years, my mother could no longer get out of it and she had to choose alternate
seating when she came to visit. Once I could no longer get out of it, without
considerable help, the love seat disappeared to find a new home with one of my
sisters.
We used to have a 5 foot long coffee table in front
of the couch. It temporarily found a home in front of the smaller replacement
love seat. After being unable to keep clutter from piling up on it, and
repeatedly “barking our shins” on it, we repurposed it into a bench seat by
adding a custom cushion and placing it along an entrance wall. It now serves as
a landing zone seat for shoe duty.
I replaced the smaller love seat with 2 leather chiropractic
seats with arms. The rest of the chairs in the room (also have arms) are light
enough in weight for one person to move and have legs that are high enough to
vacuum underneath. The various
complementary chairs can be moved in various patterns for conversations and
satisfies my need for occasional placement changes, especially when cleaning.
We no longer have a coffee table, we use narrow side
tables. Two bean bag chairs function as foot rests or occasional seating.
If I were to do a total living room make over right
now, I’d probably buy 4 club chairs and a small side table for each. The
results would give infinite placement variations and a spacious open floor
area. I really can’t see ever having
big, heavy, main stream furniture again.
My current floor arrangement allows someone to use a
motorized wheel chair in the living room. It also allows someone using a walker
or cane to sit easily in all the chairs.
One thing I never want again is furniture with
square corners. Bumping into a corner
hurts, leaving bruises. It is generally recommended that you pad all sharp
edges and corners around small children. Since statistics from various sources
state that 1 out of 3 seniors over 65 years of age experience falls each year,
adding extra maneuverability space and choosing friendlier furniture with
rounded edges should be the way to go.
Drop me a line at adaptiveorganization4you@gmail.com
if you’d like a free checklist to enable you to make your home more user
friendly.
Thursday, July 6, 2017
Something that you might not have thought of if you have to have surgery.
Help! My bed’s holding me hostage!
I’m approaching retirement age.
I’ve had some encounters with doctors that you might expect--birth of a child, a
hysterectomy, bunion surgery, broken bone in foot to move big toe, and a few of
the not so routine test that involve copious visits to the rest room the night
before the tests. So… I’ve had a little experience not being as mobile as I’d
like to be.
Hubby has had a torn rotator cuff repair, some cracked
ribs and some heart procedures done in the hospital. He’s had some experience
not being as mobile as he’d like to be.
However….
I’ll admit it, I nagged off and on for over 20 years
trying to get him to put in the easy access shower and everything needed to
install it; all that stuff was sitting out in the storage building already paid for. About 2
years ago, after he acquired those cracked ribs through no fault of his own, he
paid for a company to install a brand new easy access shower.
Fast forward to about a month ago, I had a total hip
replacement. I thought I’d done a fairly good job getting the house in shape
prior to surgery. Installing stair rails outside, getting up a carpet runner, down-sizing
furniture so that there was walking space around each piece, installing extra
grab bars in the bathroom.
I even worked on the bed (to get it easier to use). Yes, hubby and I lowered it [still needed a step stool]; yes, hubby installed
a headboard with grab points; yes, we changed the bed position in the room for
an easier access to and from from the room; and yes, I installed a medical
bedside grab bar [glad I did].
Note however; it’s the little things that trip you
up--those quarter inch to half inch threshold pieces at doorways, those little
strips of metal between tile and hardwood floor changes, the not quite enough
space around the toilet to allow the tall adaptive toilet to fit over the
existing toilet, and the need for extra clear space and landing zones beside the doors.
Before I left the hospital, the hospital personnel insisted that I had to have a care giver/nurse
or someone in the home able to help me. Hubby became my at-home nurse. I also
had to had a bedside toilet [we placed it over our existing toilet], a walker,
and grab rails for both sides of any steps. We had it all covered.
What I/we didn’t take into account was my bed. My
bed held me hostage. Once I was in bed,
the support pillows, the sheet and blankets encased me like a sausage; I
couldn’t even move my toes. Once the pillows were in position and the covers
were thrown over my body, I couldn’t get the covers off me past my waist. Once hubby
tucked me in bed, I was a papoose or a mummy trapped in the bindings. The only
way I didn’t panic was to have my feet uncovered, both of them. My bed still
held me hostage but I dealt with it, well sort of.
Now hubby tried he really did, but he really didn’t
like having to get up or stop what he was doing every two hours or less to help
me out and back into the bed. Before I found a nice loud emergency whistle
could get his attention from a room as far away as possible from the bedroom,
I’d be in tears of frustration from hollering trying to get his attention.
[Do I dare
say, and yes, I do and have, “hubby, really wasn’t meant to be a nurse,” especially
since he kept forgetting to wear his hearing aids.]
During my first 2 weeks at home after surgery, hubby
threatened to take a hammer to my whistle after about the 3rd blow
for assistance. Enough said about that. I went to issuing one really long blow!
Well it has been four weeks now and the covers can
still trap me. Putting a large handmade bolster across the foot of the bed
under the top sheet made moving my toes possible and helped alleviate the
hostage situation that I felt trapped in. I’m still not sure where or when the
bed will kidnap me again. I’m waiting; I’m practicing; I have a plan; the next
time this hostage will be prepared to fight back!
"What's in this blog for me?" you ask.
“What’s in this blog for me?” you ask.
Just the fact that you’re reading this means you
realize that something in your home is not meeting a need that you currently
have or anticipate needing. You are
interested in making your home's environment work better for you. You are not adverse to rolling up your sleeves
and getting to work on making your home a “forever home.”
You probably cannot afford to sell your home and
move into one of those new retirement communities that offer all kinds of
amenities. And face it, you don’t want
to move. You want to stay close to your family and the friendships that have
grown over the years.
The act of making your home’s layout and function
work better for you does not have to cost a lot of money or take a lot of time.
[Note however that bathroom and kitchen makeovers are the most expensive and
you’d definitely have to budget for those.] You don’t have to do complete
makeovers with all new products. You don’t have to get rid of sentimental
things just to make your home more accessible or user friendly.
Commercials bombard you: “Down size, right size. Start brand new. Buy now, pay later, No interest
for x years.” Professional
decorators and kitchen/bathroom remodelers can and will help you “do over” your
home. However; that will come at a significant cost to you.
No one else is offering to help you help yourself in
quite the same manner that I am offering. Within these pages are check lists,
list of things that could make your home work better for you. And face it you
are the best judge of what will work for you.
Close your eyes think of that room in your home that
bothers you the most. What’s one thing you could do to make it better? No,
burning it is not an option. Still keeping those eyes closed? No, throwing everything
out and starting new isn’t an option either.
Write down 2 or 3 things that you can do to make that room better. Done?
When you are done with this section I want you to promise that you will do
those two or three things.
So, if you’re going to have to do all the work, what’s
this blog about?
Each reader has a knowledge base of experience...
Through trial and error each reader knows what does or doesn’t work for
him/her. Sometimes that knowledge was
obtained at great expense and possibly physical pain.
Most of you reading this have learned that helping
others is a way of sharing the knowledge, blessings and riches that each has
received. You have learned that you
don’t have to know all the answers; you just have to know how to find them. This writing is my attempt to help you find
the answers.
[Mridu Parikh from Lifeisorganized.com is my
heroine, check out her web site for steps in serious “take charge” order in
your life. She is a serious catalyst to where I am at today.]
I have a check list of things to think about that
might work for you and your home. A list of things that you might already have
changed or need to plan to change. A starting point as it were. This list will will help you assess where
your home is today and features some things that experts suggest your
retirement or ideal home contain. The choices or suggestions on this list are
not absolutes, they are suggestions.
Your day to day circumstances can change, thus your
ideal home’s “necessary” needed features can change. This list will help enable
you to take charge in implementing those needed changes in your home.
Suggestions for additions to the list are welcome.
Everyone is unique: your life experiences, personal
circumstance, physical limitations all play a role in what your expectations
are in both the present and the future. No one knows you like you do. Strangers
can offer advice, only you can determine if that advice is worth implementing.
The
need for change is unavoidable. Change occurs with both time and age. Making
the most of that change is up to you. It involves time, energy, work,
determination, and sometimes money.
So are you ready to “get up off of that
thing” and make your small corner of the world better?
Make
an appointment with yourself. Set up a time in your busy week to get started.
Enlist
help of family and friends if necessary.
Set up a co-op of skilled friends who’ll help each other.
Email
or Call me if you want an unbiased viewpoint or you need more help getting
started.
Together we’ve got this!
Sunday, July 2, 2017
My non-response to the AARP "Downsizing? Ditch These Items"
Today, July 2, 2017, I read the article at AARP “Downsizing? Ditch These Items” by Jeff
Yeager, AARP.
I had a response and posted it but here’s what I forgot.
Jeff said something about rented storage
and Decorations being on the list. I don’t have rented storage and here’s what
I did about Decorations a few years ago.
I returned the large borrowed Christmas
tree I used from my brother-in-law after I bought one of those new slim-line
trees that had lights at ¼ price after Christmas one year.
The next year we were putting down floating
floors and space was limited in the house (around Thanksgiving) as I brought in
Boxes & Boxes of Christmas decorations. I decorated the tree, but did Not
use light strings or garlands.
As I placed the decorations on the tree I
evaluated them, “use, donate, trash, use elsewhere.” Once I was done I had one
“use elsewhere” box of ornaments that went back to the building.
I had quite a bit of “donate” stuff since
the new tree was a third to a quarter of the size of the old tree. I loaded the
trunk, backseat, and passenger seat of a Toyota Corolla with Christmas
decorations and took it straight to Good Will so that others could use them.
That’s not counting the stuff that went to
the trash, or the boxes of additional Christmas Stuff I didn’t bring into the
house.
Another year, I went through the tabletop
decorations. I set them up on a table and let the nieces and nephews pick what
they wanted. They knew they weren’t new but they were quality decorations. Had
less than a small shopping bag to take to Good Will that year.
PS: Never did the outdoor decorations for
seasons so I had none to purge.
So, what will you do with your extra
Christmas stuff this year?
Response to AARP's "Downsizing? Ditch These Items," by Jeff Yeager, AARP
Today, July 2, 2017, I
read the article at AARP “Downsizing?
Ditch These Items” by Jeff Yeager, AARP . Here’s my response. I loved it and for those who were shall we
say less enthused about some of the suggestions then here goes
"nuthin'." Pick out what applies to you, dismiss the rest. It
was written for those who don't know where to start. You've got it together,
more power to you.
When my siblings and I were at hospice waiting for my mother to
die, we planned our mythical "when I win the lottery" house to be
built at the beach. 4 siblings, 4 Master suites, 4 walk in closets, 4 his/hers
with small sitting room and 4 ADA roll in bathrooms , with 4 college dorm
kitchenettes. There was going to be a large open living room (Wifi} and a
3 bay wash sink, a prep sink, a hand wash sink and in another area a serving
counter that had 4 burner stove top so stuff could be left to stay warm in
cooking container as well as a walk in pantry since it was my ticket. I wanted
an under counter beverage container here also. One sibling was all for
everything being throwaway in the kitchen (no dish washing). I want one large
freezer and one large refrigerator. A Hoosier baking station, A Butlers pantry
for drink stuff beside the fridge. A snack pantry area. A coffee station. All
of this without a lot of higher cabinets and nothing below 15 inches from the
floor. Compromised on higher cabinets--could use it for disposable food service
storage. Oh! Don't want to forget- his/her computer access each room. We
could pool our resources, have privacy when we needed it and each could do
his/her own thing. 2 room bunk house for when the kids come to visit. Built in
bunks and storage. 2 separate showers and dressing rooms. Triple occupancy
stalls in 2 separate bathrooms. Can I say NOT going to happen. I didn't win.
We bought our home 40 years ago and have been renovating it into
our retirement home ever since.
I'd love to have a bigger house, mine is only 1000 or so square
feet. It has a living room, 1 bathroom, kitchen, dining area, 2 bedroom (one is
now the exercise/bird/library sometimes dining room) Could and did make room
when daughter came back and brought more with her for about 2 1/2 years.
Current debt is utilities and the loan for the really necessary
new air/heat system.
Clothing-when everything is clean the clothing fits in closets
and drawers. New rule-1 in/3 out.
Exercise equipment, yep I use it and will use it more for rehab
coming up.
Kitchen stuff, love it, using it, keeping it.
Car down to one, just can't afford 2.
Childhood memorabilia -Daughter has hers and I've my tassel and
diploma. What not's or dust catchers are behind glass and have a designated
limited display space.
Furniture--been replacing larger, heavier pieces with lighter,
more flexible arrangement stuff that "fits," is easier to get
out of, and allows walk space beside and in front of it. Dare I say
"electric wheelchair" space available in each room. Perk: easier to
clean under and around the stuff.
Books, mags, dvds. As long as they fit my shelves & magazine
racks I'm keeping them. However, I regularly Drop renewals, purge and donate to
various places.
Files Yuck! All my tax returns. 7 year back up full of only
itemized. Warranty/manual/return boxes once the warranty is gone ditch the box
and paperwork. Item replaced ditch the rest and get rid of the old item. Have a
"evacuate or in case of emergency" file or "when I'm gone":
legal paperwork (wills, power of attorney), insurance, titles, loan and
resolutions, marriage, death, birth, etc. Bright red file easily grabbed.
Enjoy folks, only way I'd get to down size is to go into a
nursing home. Hubby says he'll call Good Will and tell them to load the
bookcases and contents, the craft building contents, my display cases and
contents, and the two pieces of exercise equipment. He'll give my parrot to a
breeder.
Yippee!! I'm done. Aren't you glad!
Thursday, June 29, 2017
Here's an email address where you can contact me.
Here's an email address where you can contact me with questions or suggestions.
Email: adaptiveorganization4you@gmail.com
Wednesday, June 28, 2017
Mail, Paper Work, Bills
Mail, Paper Work, Bills
Computer’s
Incoming Mail
□ Create folders
for mail you want to keep
□ Check spam
□ Move real mail to inbox
□ Trash spam
□ Vet the
incoming mail
□ Respond to mail
requiring response
□ Move mail you
want to keep to appropriate folder
□ Unsubscribe to unwanted
□ Trash mail you
don’t want to keep
□ Clear spam and trash
can each day
Household US
Postal Mail
□ Establish home
office area somewhere in home
□ Desk
□ Computer
□ Computer Paper
□ Envelopes
□ R/W CD
□ Flash drives
□ Printer
□ Scanner
□ Camera
□ Bulletin Board
□ Tacks
□ Memo Board
□ Index Card Holder
□ Index Cards
□ Rolodex
□ Stapler
□ Staple Remover
□ Tape-invisible
□ Tape-clear
□ Tape-strapping
□ Ink Pens
□ Magic Markers
□ Note Pads
□ Note Books
□ Card holder for checkbook, bank book,
stamps
□ Calculator
□ Recycle basket/can
□ Donate basket/can
□ Filing Drawer/Cabinet-Long term
□ Filing Drawer/Cabinet-3 years
□ Filing Drawer/Current
□ File Folders
□ File Hangers
□ Tray system for incoming US Postal mail
□ Binders
□ Plastic binder sleeves
□ Binder Clips
□ Strapping Tape
□ Filing System
□ Create filing system
□ Long-term-Large file cabinet for
yearly” hold onto” storage after income tax is filed
□ Yearly-keep current and 2 past
years handy
□ Current Year Monthly File Box
□ Sorting Mail
□ Recycling Bin/Trash Can
□ Shred
□ Magazines/Catalogs/Sales Flyers-sort
□ Display current or special
□ [Permanent space for magazines]
□ [Maintain defined “home” space
for
Magazines &
catalogs]
□ [Donate Box available for older
publications
□ Postal Mail Station - 4 trays
□ In-box
[anything not sorted]
□ Reply/Pay/Outstanding Bills
□ File
□ Shred
Organize Files
□ Use broad
categories
□ Create
subcategories
□ Label
□ Alphabetize
□ Color folder
can create separation of file types
Suggestions!
□ Electric
□ Gas
□ Cable
□ Home Phone
□ Cell Phone
□ Television
□ Bank statements
□ Credit card
statements
□ Home owners insurance
□ Car Insurance
□ Motorcycle
Insurance
□ Medical-2 files
for each person
□ 1 for statements/bills/claims
□ 1 for policy, policy letter
□ Taxes-property
tax information
□
Large ticket purchases-proof of purchase
□
Loan agreements
Create a binder
for tax auditor [My auditor loves this.]
□ Use tabs to divide the binder into
sections.
□ Use plastic sleeves to hold information
□ Proof of who
you are
□ Copy Driver’s Licenses
□ Mailing Address
□ Phone Number
□ Cancelled Check
for payment or refund destination
□ Income
□ Social Security Benefit Statement
□ W-2’s
□ Investment
Financial Statements
□ Retirement
Funds Statements
□ Medical
Insurance Coverage
□ Employer Provided Health Insurance
Offer & Coverage
□ Payment record of Supplemental Health
Insurance
□ Payment record of Prescription &
Dental Coverage
□ Medical Summary-
out of pocket each person
□ Deductible-out
of pocket
□ Prescription
out of pocket
□ Glasses &
eye exam out of pocket
□ Dental out of
pocket
□ Hospital & Physician out of pocket
□ Anesthesia
□ Specialists
□ X-ray
□ Primary Care
□ Life Insurance
□ Premium payments
□ Policy amounts
□ Property tax
payments
□ House
□ Vehicles
□ Bank Accounts
□ Interest Income Statements
□ Checking
□ Interest accrued
□ Copy of December last year
Statement
□ Copy of January following year
Statement
□ Savings
□ Interest accrued
□ Copy of December tax year
Statement
□ Copy of January current year
Statement
□ Credit Cards
□ Interest charges paid
□ Copy of December tax year Statement
□ Copy of January current year
Statement
□ IRA Statements
□ Investment
Statements
□ Labeled manila
envelopes
□ Tax year bank records
□ Tax year credit card statements
□ Medical payment
□ Prescription payments
□ Summary Sheet in binder
Note:
Unsubscribe to magazines you no longer want to keep. Donate unused portions of
subscription to library or senior center or friend. Short term, drop them off.
Long term--change destination/mailing address.
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