Tag Archives: freedom filer

Best Organizing Gift for the College Grad

Graduation JoyEven millennials need a paper system.

New grads today are totally hooked in to the digital world but there are still pieces of paper and information that need to be stored or managed. And they can’t always keep their birth certificate in your family file system.

In our experience, we find these documents unsorted, piled in a heap of the young professionals we have worked with.

Until digital pink slips and birth certificates are made legal, there has to be a place to store some of these things.

The categories we see most useful are:

Automobile Records

– Are pink slips electronic yet? And I don’t know about you, but my mechanic still gives me reports, warranties and receipts in paper format

Career and School Documents

-Things like diplomas (if they aren’t framed and displayed) transcripts, letters of reference are easy to find if there is a specific place for them

Health

– Insurance card copies, benefits package information can get lost without a home

Housing

– Lease/Rental contracts and Renters Insurance docs would live in this category

Financial

– Bank statements, investment records, Tax receipts

Project/Action Files

– These are the most valuable for gathering research, pictures and other information in discreet categories. Though this category can be made completely digital by scanning and using online apps like Dropbox, Evernote, Asana, etc. … likely there will be some physical vestiges of a project that need a place to land

Vital Documents

– This file could house things like a passport, a birth certificate, a baptism or marriage certificate

 

Vital Records  - 1

For a gift, procure a desktop file or file tote…The Container Store has trendy looking file systems. Paper files work best in a hanging file system with plastic tabs to delineate categories, but file folders arranged alphabetically can work just as well…and are easy to maintain. Also, we’ve mentioned Freedom Filer® in past posts, but a few choice categories from that system would set them up for life.

Desktop File

This is one among many choices of desktop files available from the Container Store®

 

 

Even if your kid’s paper life is light now, you’re giving them a structure that will help them manage their establish skills they’ll need for a lifetime. Eventually, all documents will be electronically submitted and legally binding, but during this time, we are straddling the two worlds. A simple system for storing important information is helpful.

Oh, and, by the way, it will make the gift more exciting if you put a $100 bill in their “Financial” section or seed their “Vital Documents” file with the title to the new car you are giving them for graduation.

 

 

 

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2 Comments

Filed under children, Decluttering, Empty Nest, Office, School

Overwhelmed with Paper?

Check out our YouTube video!

Check out our YouTube video!

The start of a new year is the perfect time to set up a new way to handle the constant flow of incoming paper. If you often feel frustrated or overwhelmed with paper and wonder where to put things, you aren’t alone!

For years now we’ve been using FreedomFiler® with clients. We love this system because it really teaches clients what they  need to keep and for how long.

The beauty of the FreedomFiler® system is that it does the work of making these decisions for you. It is designed to cycle papers OUT of the files – forever eliminating the need to set aside time to “purge the filing cabinet”.

FreedomFiler® is made up of 4 color-coded sections:

  • GREEN for monthly miscellaneous transactions
  • BLUE for tax-related transactions
  • RED for permanent family and property records
  • ORANGE/YELLOW for current policies, agreements
  • You may set up an optional fifth section in PURPLE, for saving literature, articles, and notes

When filing papers with FreedomFiler®, you only have to figure out what kind of paper you are holding; that determines which color group it gets filed in and the color group will determine how long it’s kept.

To use the system ask 4 simple questions

  1. Does this paper require immediate action or follow-up?
  2. Can I use this paper for taxes?
  3. Is this a vital record belonging to a person or an asset?
  4. Is this a newer version of an existing document?

Click the graphic below to see how it works:

Freedom Filer makes filing easy

Could it be that easy?  YES! Check out our short video intro to give you a taste.

If you use FreedomFiler® share your experience.  If you have a question, share that too!

1 Comment

Filed under General Organizing, Office, Paper, Work

Paper: to Keep or Toss? Problem Solved

Using Freedom Filer® takes the guesswork out of paper filing

Your Filing is Finished!

“What do I need to keep and how long should I keep it?”

This is one of the most asked questions we get from clients around their papers.

For years now we’ve been using FreedomFiler® with clients. We love this system because it really teaches clients exactly that – what do you need to keep and for how long?

The beauty of the FreedomFiler® system is that it does the work of making these decisions for you. It is designed to cycle papers OUT of the files – forever eliminating the need to set aside time to “purge the filing cabinet”.

FreedomFiler® is made up of 4 color-coded sections:

  • GREEN for monthly miscellaneous transactions
  • BLUE for tax-related transactions
  • RED for permanent family and property records
  • ORANGE/YELLOW for current policies, agreements
  • You may set up an optional fifth section in PURPLE, for saving literature, articles, and notes

When filing papers with FreedomFiler®, you only have to figure out what kind of paper you are holding; that determines which color group it gets filed in and the color group will determine how long it’s kept.

To use the system ask 4 simple questions

  1. Does this paper require immediate action or follow-up?
  2. Can I use this paper for taxes?
  3. Is this a vital record belonging to a person or an asset?
  4. Is this a newer version of an existing document?

Click the graphic below to see how it works:

Freedom Filer makes filing easy

Could it be that easy?  YES!

If you use FreedomFiler® share your experience.  If you have a question, share that too!

6 Comments

Filed under General Organizing, Office, Paper, Work