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UPCOMING CLASSES
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IPFW Class
Clutter Control: Paper Management and Home Organizing
March 10 & 17th, 2011
6:00 - 8:30 pm.
Call Division of Continuing Studies 481.6619 to register.
$59 (with a friend, $47 each)
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Clutter Support Group
March 14, 2011
Topic: Spring Cleaning / Home Organizing
When: March 14th (2nd Monday)
Time: 6:30 - 8:00 pm
Where: Downtown Allen County Public Library
Email:Emily@OLSinfo.com
Fee: $5 for room rental
Future Dates: We'll meet the 2nd Monday, every other month. Next date:May 9th.
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In the News...
- Look for Emily's article featuring corporate organizing in the Fort Wayne Business People magazine,in the December issue.
- Lutheran Life Villages - quarterly magazine interview about Downsizing for Seniors, due out at the end of April.
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Emily Fitzgerald is a Certified Professional Organizer and founded Organized Living Solutions in 2003. She helps her clients manage the information and stuff by creating personalized systems for the way they work.
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Helpful Resources:
Friends of the Phil
Rummage Sale
Friday, April 8: 9am-4pm
Saturday, April 9: 9am-2p
@ old K's Merchandise,
615 W. Coliseum Blvd.
Contact Amy Beatty to donate or volunteer 456-2548 or beattyx4@frontier.com
Work Smart Office Sale
for organizing your home or work office @www.containerstore.com
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Organized Living Solutions Newsletter
Ahhhh, Spring!
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Hello All,
The birds are starting to return and the buds are visible on the trees! This year we have much to celebrate. We are growing--a second baby due in July AND a new employee!
I'm so excited to welcome Nikki Fingerle, who has come on board to work with new residential clients. A mother of four, she worked in the not-for profit sector in administrative roles for several years before taking time off to be with her children. Her degree in Psychology and Communications from St. Francis is coming in handy as she helps clients clear the clutter and enjoy more peaceful spaces.
 | | Nikki Fingerle, new Professional Organizer |
Cyndi will continue to help run the office, do the Clutter Support Group, and help out on big jobs as needed.
If you haven't done your taxes yet, or are motivated to have your paperwork be more organized for next year's tax time, check out the helpful guide below for how long to keep which documents.
Warm wishes for an enjoyable spring!
Emily
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 | Before/After of an Office Check out the new office furniture--a surprise from her husband for working so hard on organizing her office. What a guy! | |
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Records Retention Guidelines
from financial guru Suze Orman
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What to keep for 1 month
- ATM Printouts (When you balance your checkbook each month throw out the ATM receipts)
- Paycheck Stubs (You can get rid of once you have compared to your W2 & annual social security statement)
- Utility Bills (You can throw out after one year, unless you're using these as a deduction like a home office --then you need to keep them for 3 years after you've filed that tax return)
- Cancelled Checks (Unless needed for tax purposes and then you need to keep for 3 years)
- Credit Card Receipts (Unless needed for tax purposes and then you need to keep for 3 years)
- Bank Statements (Unless needed for tax purposes and then you need to keep for 3 years)
- Quarterly Investment Statements (Hold on to until you get your annual statement)
- Income Tax Returns (Please keep in mind that you can be audited by the IRS for no reason up to three years after you filed a tax return. If you omit 25% of your gross income that goes up to 6 years and if you don't file a tax return at all, there is no statute of limitations.)
- Medical Bills and Cancelled Insurance Policies
- Records of Selling a House (Documentation for Capital Gains Tax)
- Records of Selling a Stock (Documentation for Capital Gains Tax)
- Receipts, Cancelled Checks and other Documents that Support Income or a Deduction on your Tax Return (Keep 3 years from the date the return was filed or 2 years from the date the tax was paid -- which ever is later)
- Annual Investment Statement (Hold onto 3 years after you sell your investment.)
- Records of Satisfied Loans
What to hold while active
- Contracts
- Insurance Documents
- Stock Certificates
- Property Records
- Stock Records
- Records of Pensions and Retirement Plans
- Property Tax Records Disputed Bills (Keep the bill until the dispute is resolved)
- Home Improvement Records (Hold for at least 3 years after the due date for the tax return that includes the income or loss on the asset when it's sold)
- Marriage Licenses
- Birth Certificates
- Wills
- Adoption Papers
- Death Certificates
- Records of Paid Mortgages
* These documents should be kept in a very safe place, like a safety deposit box.
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"Ninety percent of organizing is getting out of your own way."
-Donna Smallin, Organizing expert, author, speaker
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