338 | Office Series - What to do about paper | Reference materials

The 4 Categories of What to Keep as Reference 1. Identity & Legal Documents that establish who you are: Birth certificate Passport Social Security card Marriage or divorce records Name change documents These are foundational and worth keeping accessible. 2. Financial & Tax Documents tied to money and compliance: Last 7 years of tax returns Current-year financial records Property deeds or titles Insurance policies Older financial paperwork is rarely needed beyond this window. 3. Medical Documents that support continuity of care: Vaccination records Major diagnoses or procedures Current insurance information Stacks of old printouts are usually unnecessary. 4. Home Documents related to the home you live in now: Warranties for items you still own Manuals you actually reference Major repair or renovation records If it doesn't support your current home, it likely doesn't need to stay.     If you want to go deeper and have support decluttering your home consistently, the year-long program is open. You can find all the details at declutteryourchaos.com. ✨Come home to yourself. ✨ Head to Cozy Earth and use my code DECLUTTER for 20% off and experience the softest sheets you can find: https://cozyearth.com/ Office Series: What's Coming Next Ep. 339 — Cords and Tech How to identify mystery cords and old tech (including AI help) and release what no longer supports you. Ep. 340 — Office Supplies and Computer Gear Reducing duplicates, containing supplies, and creating a setup that actually supports your work. Ep. 341 — Overview of Getting Things Done by David Allen (for declutttering) If this episode helped you, please leave a review or share it with someone who needs it. Looking forward to seeing your progress in the free Facebook group.  To join click below... https://www.facebook.com/groups/declutteryourchaos/ Download my free decluttering planner here: https://declutteryourchaos.com/decluttering-planner Let's connect: 📸 Instagram: @declutteryourchaos 🌐 Website: www.declutteryourchaos.com 🛑 Disclaimer: I am not a licensed therapist, counselor, or mental health professional. This podcast is for informational and entertainment purposes only and is not intended as a substitute for professional advice, diagnosis, or treatment. If you are experiencing emotional distress or mental health concerns, please seek help from a qualified mental health provider for more helpful tips and updates. Sponsored Content Disclosure: Some episodes include references to products I genuinely use and love. When I partner with a brand, I may receive compensation for sharing it here. I only talk about products I've personally chosen to bring into my own home and life, and I never recommend anything I wouldn't use myself.