Declutter and Start Fresh

Happy New Year!  Wishing you a 2012 full of possibility.  If your new year's goals include financial organization, the filing cabinet may be part of that goal.  What to keep?  What can you chunk?  The University of Illinois Extension put together information on what you need to keep and for how long.  They have tips on receipts, statements, medical records, investments and others.  Review their guidelines here.  For the ultimate authority, although not quite as fun to read, check with the IRS.  Their publication 552, Recordkeeping for Individuals is here. I'm available to help with those financial organization goals.  We can wrap up 2011 and make a good start on 2012 with accurate QuickBooks/Quicken accounting!