#Balance Brief – purge

One year of Paycheck Stubs, Utility Bills and Bank Statements

Three years of Income Tax Records, Medical Bills and Cancelled Checks

Seven years of Satisfied Loans

Forever retaining Birth Certificates, Wills and Paid Mortgages

Working in the Financial Industry, I know for a fact that we send our clients all kinds of mail on a very regular basis. I often joke with my clients by commenting; “we keep the dust out of your mailbox”. With e-delivery of monthly statements and related documents, we are working to help eliminate the clutter.

When in time did we all decide that more is more and more is better, in relation to document retention? When did a 4 drawer file cabinet not become enough and our desks now also full of documents? I think it’s time to purge and honestly find true comfort with getting rid of information you know will never be relevant.

I believe a relevancy exists with purging old documents and our life ahead. Would you rather live in the past per se or give full focus to what is yet to come? We all have pieces of our life in that cabinet that we look forward to moving on from, forgetting and maybe even shredding from our memory. It’s quite liberating from my experience.

It’s time to purge. It’s time to retain less, be more electronic and save world resources and most importantly to focus on life ahead.

Looking forward with a purge

Author Details

Jeremy Elbert

I grew up enjoying the sport of hunting and have truly come to fully appreciate every aspect of the hunt…leading up to the kill. The show has taken me to some amazing destinations where I have met some wonderful people, places where I now visit on a regular basis.

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