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Documents: What to Keep – Where to Store – When to Shred

Documents: What to Keep – Where to Store – When to Shred

Ric Edelman, a financial planner, suggests a list of financial/legal documents that you need to keep and what you can shred. He categorizes into five groups: originals you rarely need, originals you sometimes need, other documents, tax documents and investment documents. He suggests for each document on What to Keep, Where to Store, and When to Shred. The list is pretty good reference, especially the “when to shred” column:

The financial services industry certainly produces a lot of paper! Here’s what you need to keep and when you can trash it.
Start by stacking all the paper in one big pile. Check your drawers (home and work), filing cabinets, folders, boxes, glove compartments, even your safe deposit box. Then separate the papers into these five group…

Documents: What to Keep – Where to Store – When to Shred – [Ric Edelman]

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Last Updated on August 15, 2018

Book summary: A Technique for Producing Ideas

Book summary: A Technique for Producing Ideas

Kirby Ferguson has written a summary for the book A Technique for Producing Ideas. Generating good idea is a fine art, if you have mastered it you will be successful in many fields. The author of the book, James Young, describes five steps on a technique of combining old elements together:

  • Gather new material, both specific and general.
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Kirby also brought out his own thoughts – drop down every ideas you have in mind – You mind is not always as good as paper and sometimes it only stays for a short period of time. After you’ve dropped your ideas into your notepad, you will also have extra chances of linking and modifying your ideas together.

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Book summary: A Technique for Producing Ideas – [Goodie Bag]

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