Tag Archives: taxes

The Holy List

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KBB_recycled_paperIn a world where there’s a push to go paperless, it’s easy to want to get rid of your paper-based system entirely. Going digital keeps things safe and well-preserved, and hopefully makes them easier to archive and access (providing you have a good digital filing system in place!)

As attractive as gaining the extra space might be, there are still some documents that you should keep on hand that I consider part of “The Holy List” a.k.a. “The List of Things Ye Shall Not Purge”. For someone like me who relies on a hybrid paper/digital system, there are certain documents that forever will remain in paper format. But if you’re really desperate to go digital here are some of the things that you should at least consider keeping on hand.

  • Any important documents associated with life events such as birth, death, and marriage certificates
  • Household/auto/medical/travel insurance policies, certificates, assessments, etc.
  • Deeds, leases, rental agreements, etc. for all of the properties that you rent, own or lease
  • Degrees, certifications, diplomas, awards, report cards, school transcripts, or important test scores such as the SATs or LSATs
  • Original contract agreements for household and workplace employees, vendors, service providers and major clients
  • Tax documents and assessments (you are required by law to hold onto these documents for a certain number of years; check with your local government as the rules change depending on where you live)
  • End-of-life documents such as wills, Power of Attorney forms, funeral arrangements,etc. (It may be helpful for your loved ones to have a list of bank accounts, pension numbers, etc. to help ease the process and obtain some peace of mind.)

Notice that I didn’t include keepsakes on my list- I leave these up to your individual judgment. What makes a memory meaningful is subjective from one person to the next, and the way a person chooses to keep, store and access their memories is entirely up to them. I don’t believe in holding onto absolutely everything because I have found that I enjoy re-visiting my memories more when I can access them more easily, which for me means confining them to a couple of boxes on my bookshelf. For some people, it might mean scanning everything into a computer. As long as things are organized in a way that feels right to you, and it isn’t jeopardizing the health, safety or well-being of yourself or any others in your environment, go for it! Please just remember to let go of anything unnecessary, meaningless or painful to you now. Your memories deserve better than that!

It can be easy to get caught up in the power of The Purge (I totally identify with it here), and with The Holy List you can’t really go wrong. Trust your instincts. If you won’t use it again, shred it. If it’s something that’s going to come back to bite you in the butt, keep it, or at least make sure you have an additional digital version handy just in case.

Sticking to a strict list of documents that I should keep has definitely made a difference in my life, and subsequently increased the amount of room I had on my bookshelf, so you know what that means. I can’t say for sure whether or not this was my plan all along but my story is that the added space was a surprise, and I’m sticking to it.

KBwB-BFlower-50Haven’t started a Purge of your own yet? Don’t delay and start your journey here. Looking for other ways to organize your space and make more room on your bookshelf? I yak on about my favorite solutions here. If there’s something that should be on my list that I forgot, call me on it below! I’d love to hear your suggestions.

10 Things to Do on a Snowy Evening

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  1. Give your boots some love. Good maintenance is key in extending the life of your expensive footwear. Shower some extra attention on your boots every once in awhile by wiping them free of snow and salt residue and cleaning with a leather cleaner and/or a spray protector. Store boots in a well-ventilated area with low foot traffic and wait 24 hours before wearing again. (For more tips on this process, click here.)
  2. Start a scrapbook. A creative project that organizes your memorabilia can be both productive and fun and it’s a great way to store your memories in a way that they’re accessible and can be treasured more often. Not into scrapbooking? Create a shadow box, organize a photo album, or create a book online instead.
  3. Dream of summer and plan your garden. Just like a hairdresser needs to plan out a cut before he or she even picks up the scissors, those of us who are fortunate to have green spaces must do advance planning in order to enjoy them. Determine what needs to be done and what improvements you’d like to make to your yard or garden and plan accordingly. Do your research and plan a budget to avoid any unexpected expenses.
  4. Make a Someday/Maybe list. I think wintertime is the perfect time to sit indoors and daydream, don’t you? Take an evening, grab a journal, pour yourself a glass of wine and make your list- books to read, movies to see, music to listen to, restaurants to try, countries to visit, certifications to be earned. The possibilities are endless.
  5. Put together a Command Central binder. If you haven’t done so already, you must. The start of a new year is a perfect excuse to get your organizing system under control and I think there’s no better way to manage it than by using one of these. (I explain how to put one together here.)
  6. Have you done a Yearly Review yet? It’s not too late. Figure out how to do one here and get a firm grasp of what you really want for the year up ahead.
  7. Get your shine on. After all of the glitz and glamour of those holiday parties it’s a good idea to clean and store jewelry pieces carefully for the next round of special occasions. Put on a great playlist, grab your tools and give those goods some elbow grease!
  8. Thank the ones you love. I still believe in the power of a well-written thank you note. It’s a great way to keep in touch and shows people your appreciation and care. Didn’t send out Christmas cards? Sending out non-denominational New Years cards also seems to have become a thing. There’s no reason not to correspond now!
  9. Organize those tax receipts now. Don’t wait until the weather is nicer and you actually want to go outside. Use this period of hibernation as a productive way to get things done!
  10. Pick a drawer, any drawer. That’s it. Dump it, clean it, organize it and make a vow to yourself that you will never, ever let it get disorganized again (or at the very least for another year, until you have another snowy evening on which to organize it again).

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I’ve shared with you some of the ways that I spend my snowy evenings- now I’m interested in hearing how you spend yours! Drop me a line at keepingbusyb@gmail.com or contribute by commenting below. Are you looking for other productive boredom busters? I’ve got plenty of thoughts on organizing here. Looking for something a little more creative? When I’m not busying myself with some project or another I’m reading or whipping up something in the kitchen. Read all about it here and here.