What do I do with all the kid art?
Place your favorites in frames or a storage box (think big box,you’ll be adding in the years to come)
– Make cards for friends and family!
– Use it as wrapping paper.
– Make paper chains to countdown special days!
How long do I keep records of things? Bank Statements, Taxes, Etc …
When you get a new one, toss the old. Keep a December or Annual one for filing with taxes. You can always locate a
statement online or by calling the firm.
IRA & 401K Statements
Same rule applies as the brokerage statements. You want to hold onto annual statements.
According to the IRS, keep taxes for 7 years … longer if you have known mistakes.Read the IRS recommendation here.
The IRS recommends keeping records for 3 years. With online banking, use your comfort level in keeping paper files
versus accessing the information online.
The life insurance policy is a prime candidate to keep. You will want to keep the policy for the entire life on the contract plus three years.
Mobile Shred offers on-site document destruction, www.mobileshred.net
Where do I donate/get rid of stuff?
Below are some resources for items that you have ready to donate. make sure to check your local office for the most recent list; All items should be good and in re-useable condition.
Habitat For Humanity – Think home goods like cabinets, paint, tools, etc …
San Fernando/Santa Clarita Valleys, Phone: (818) 884-8808,
Veterans – They pick up!
Your city will have collections for specific items. Check local websites.
In Calabasas there is Electronic Waste Days, http://www.cityofcalabasas.com/ewaste.html
Where can I rent a large trash bin or dumpster?
For delivery: http://www.gottrash.net/
Copyright 2018. Amy Shoaff. All rights reserved.