Valuable Information! Keeping Documents Safe

"Your Best Interest is My Priority"

Anna will be addressing various items of value each month. Whether it is ways to save money, articles to increase your knowledge of property buying and selling, or the latest information in the mortgage industry, the purpose is to save you time, money or both! Here we highlight the main points and offer a printable version for expanded reading.

Please visit our archives page for past Items of Value. Listings are in chronological order and include Items of Value and Market Trends articles.

How Long is Your Paper Trail?

Documents to save or throw out

Managing Your Paperwork

  • Store your paperwork - have a large file cabinet to keep most of your important documents in a central location.
  • Protect your essential documents - many times it is prudent to keep documents in a fireproof safe, purchased for around $40
  • Destroy certain documents- bank notices and ATM transactions do not typically need to be kept and can contain information used by identity thieves.
  • Going paperless- it's an increasing trend among banks, utility companies and even some retaillers in an effort to save natural resources, many paperless transactions are a great idea

The benefits of professional shredding

  • Destroyed documents ar completely unrecoverable by others
  • "Certificates of Destruction" limits your liability
  • It is more cost effective than a heavy duty shredder

For more information please read the entire newsletter here

Keep your documents safe

  • Rent a safe deposit box - keep a key somewhere it won't be missplaced and give a copy to your accountant or lawyer.
  • Entrust your documents to others - send copies to friends or relatives that live out of state to ensure they are safe in the event of a wide spread disaster
  • Store your documents in a home safe - a convenient way to keep documents safe a nearby. Be sure to let a trusted source know of it's contents, combination or key location.

Keep important documents in a home safe

For more information on managing your paper trail, read the entire ' Paper Trail' newsletter.

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