Retirement is an exciting time in life; it is a chance to explore new passions, spend more time with family and friends, and enjoy a slower pace of life. It is the conclusion of a professional or working career, but it can also be the beginning of a new chapter full of opportunities, adventures, and experiences. It can also be the start of FINALLY having the time to do all the little things around your home that you put off while you were working.
Our client in Brewster, who was newly retired, called us because she wanted help organizing her home office and years of accumulated paperwork. She had pet records, auto, life insurance, medical, genealogy, financial, home, and the list goes on; who's with me? Often, people get so overwhelmed with what they need to keep and worry about throwing away important documents they end up keeping everything!
Here is where Peaceful Place comes in. Our knowledgeable paperwork organizers know what you need to keep, what you need to shred, and what can be tossed in the recycling bin.
Our organizers began by collecting all the paperwork into one area, ensuring they had enough room to sort and organize.
They then separated all the paperwork into broad categories: junk mail, old bills, recent bills, essential life documents, reference items, archive items, and action items, which made it easier to identify what needed to be done with each item.
After sorting everything into categories, they decided what could be discarded, shredded, or digitized. Peaceful Place usually recommends discarding over digitizing, but it's ultimately up to you. This client was able to take five boxes of paperwork to the shredder!
The last step was to file all the items into separate binders (clearly labeled) to make it easy to find things when needed and to help the client stay organized. When new mail or paperwork comes into the house, each item has a designated path and destination, such as toss, action, or file.
Our client can now spend less time digging through paperwork and more time doing the things she loves.
