What is a Permanent Document?

A permanent document is a piece of paper you must keep until you die. There isn’t a lot of personal paperwork that you need to keep forever. But, when people don’t know, they keep more than necessary. Here is a good reminder of what you do need to keep forever. Birth Certificates Death certificates Marriage…

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Handling Your Receipts

Handling Your Receipts I often find piles of receipts at clients’ homes. They are stashed anywhere and everywhere you can imagine. Are they important to keep? For how long? These are the questions I get, but first things first – Where is their home? Finding a home for every type of item is important in…

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