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Simplify Your Annual Review

The Meaningful Money Personal Finance Podcast

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How Much Do You Need to Keep?

Get rid of envelopes, put them in square cut files and put labels on them. Anything that's to do with tags, obviously, you need to keep for at least six years. You can get almost all of it online anyway. Just create space and sort of mental weight that you don't need. File as you go. This is easy said than done, I get it. But again, if filing builds up, so you've got a six inch stack of paper, that's, it's an effort, isn't it? It's like a big deal to go and think, right, I must sort out that filing"

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