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In This Issue
IPFW Organizing Class
Next Clutter Support Group
In the News
Helpful Resources
Office Before/After
Records Retention Guidelines

UPCOMING CLASSES

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)

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:[email protected]
Fee: $5 for room rental

Future Dates:  We'll meet the 2nd Monday, every other month.  Next date:May 9th.


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.

 

Emily in her office

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.

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 [email protected]

 

Work Smart Office Sale

for organizing your home or work office @www.containerstore.com  

 

 

 


Quick Links

 

Organized Living Solutions Newsletter
 
Ahhhh, Spring!

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 headshot
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 
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!  
Office Before OrganizingAfter OLS organizing   

Records Retention Guidelines

from financial guru Suze Orman

 

What to keep for 1 month

  • ATM Printouts (When you balance your checkbook each month throw out the ATM receipts)

 

What to keep for 1 year

  • 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)

What to keep for 3 years

  • 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.)

 

What to keep for 7 years

  • 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)

Keep Forever

  • 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.

 



"Ninety percent of organizing is getting out of your own way." 
-Donna Smallin, Organizing expert, author, speaker
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