With almost a 2-month break from our document organization, I hope your progress has not diminished. My desk, piled with paperwork, receipts, and bills, needs attention. However, all the documents are organized into sections making the process smooth for me. The rest of the filing has been completed, so I am on schedule with our document organization.
If you are just joining us or forgot where we left off, then let’s review from the top. We have organized our important documents in File Box 1 and File Box 2. In File Box 3, our system has 5 categories.
We have completed the first two categories, social security documents and retirement plan documents. Today, we continue in this series with the third category: Investment Documents.
Investment Documents
- Treasuries: series I, series EE, and notes
- Stock certificates*
- CDs*
- Annuity contracts*
- Stock option agreements*
- Asset List
- Copies of all investment account applications and agreements
*These items are not included in my file. However, if you have any of these items, add them to your file opening(s) for this category.
Though I will share the choices Paul and I have made, these decisions may not work for you. I am not a financial planner and am not giving you financial advice, but I will share what I have learned along the way. If you have specific financial planning questions, please contact a financial planner or research your options.
In using time wisely to get a handle on paper clutter, we need a system that works for us. I share what works for our family as an example for your own system.
Getting the paperwork out of piles and into an organizational file, either electronically (via scanning) or manually, saves energy and time when you need that document.
Weekly Project: Find your file, and bring it up to date.
Beginning next week, I will breakdown the types of paperwork stored in the investment documents category of File Box 3. In the meantime, locate your system, file any remaining documents, and touch base next week regarding Treasuries. Happy organizing!
Question: Have you missed the posts from this series?