The Handy, Dandy Infographic to Help Organize Your Finances

It’s A Money Thing

Life can get really busy really fast. Ask anyone who’s married and has two or more children running around the house, screaming at the top of the lungs, all while you’re trying to have an important phone conversation. What do you do you? Have an emotional meltdown (just like your kids) or do you set time aside and make a plan to get organized? The answer is obvious, but “how” do you get started?

If you’re like me, you may have a tendency to hold onto certain documents like loan documents, ATM receipts or utility bills longer than you should. Do you know which documents you should keep or toss?

This handy, dandy infographic is a great resource to keep on hand when making those decisions. Feel free to use it while cleaning out your mail bin, wallet or filing cabinets.


If you’re used to holding onto things for an extended period of time, it may be challenging at first to toss certain documents after the suggested time frame. But don’t worry. It gets easier the more you do it. Just think of how good you’ll feel and how great your newly organized space will look afterwards! Trust the process. Keep only what you need and let the rest go.

Last thought: Are you a hoarder or do you despise clutter?