A Red Bench » paper management http://aredbench.com/blog Your business with purpose and passion Fri, 25 Nov 2011 14:05:12 +0000 http://wordpress.org/?v=2.9.1 en hourly 1 Don’t Miss A Red Bench’s First Ever Webinar! http://aredbench.com/blog/2011/06/02/dont-miss-a-red-benchs-first-ever-webinar/ http://aredbench.com/blog/2011/06/02/dont-miss-a-red-benchs-first-ever-webinar/#comments Thu, 02 Jun 2011 14:25:15 +0000 Angela http://aredbench.com/blog/?p=1751 If you haven’t yet registered for our first ever webinar, there’s still time! Join us this Monday, June 6th at 2 PM EST (note the time) as we speak with Seth Odam, creator of Freedom Filer. Seth specializes in paper retention and creating organizing systems that work, and he will be sharing his expertise with us. In this class, we will discuss why many filing systems fail, how long various documents must be kept, the key items that must be in place when setting up a filing system, and more!

If you’d like to help your clients conquer their paper clutter, click here to register today!

Interested in the class but not sure you’ll be able to make it to the live webinar? Registering for the class ensures that you will receive a recorded copy of the webinar directly in your e-mail inbox within a few business days, which you can view at your leisure.

]]> http://aredbench.com/blog/2011/06/02/dont-miss-a-red-benchs-first-ever-webinar/feed/ 0 Upcoming WEBINAR: Addressing Your Client’s Paper Pains http://aredbench.com/blog/2011/05/25/upcoming-webinar-addressing-your-clients-paper-pains/ http://aredbench.com/blog/2011/05/25/upcoming-webinar-addressing-your-clients-paper-pains/#comments Wed, 25 May 2011 17:15:33 +0000 Angela http://aredbench.com/blog/?p=1736 Paper is one of the most common areas that residential clients need help with. There’s no wonder why–with so many different types of paper, it’s difficult to know all the answers to our clients’ questions. Our guest expert Seth Odam, creator of Freedom Filer, has studied all the details about paper retention, and how to make systems that work for our clients. Learn from an expert who has done the research and created one of the most unique filing systems on the market.

Join us on Monday, June 6th at 2 PM EST (note the time) for A Red Bench’s first ever webinar, and we’re excited to be able to bring our interview with Seth to you in this new format!

In this class you will learn:

  • Why many filing systems fail and what you can do to prevent that.
  • Retention guidelines for how long you need to keep certain documents and why.
  • What to do with some of the most common filing challenges like investment papers, explanation of benefits, and medical bills.
  • The key items that must be in place when setting up a filing system.

Click here to register today!

]]> http://aredbench.com/blog/2011/05/25/upcoming-webinar-addressing-your-clients-paper-pains/feed/ 0 Knowing What Paper To Toss http://aredbench.com/blog/2010/01/27/knowing-what-paper-to-toss/ http://aredbench.com/blog/2010/01/27/knowing-what-paper-to-toss/#comments Wed, 27 Jan 2010 17:20:56 +0000 Christa http://aredbench.com/blog/?p=1155 The only way to keep paper under control is to let go of anything that is not needed or you will not use.  If you’re not sure if you’ll use it, think about your habits and if you’ve used something in the past.  Like coupons for example, if you have never used a coupon then why are you keeping the ValPak each week?   Every situation is different, so confirm with your accountant regarding your vital or tax papers, but here is a general list of paper you can let go of:

  • Toss ATM, bank deposit slips and receipts for everyday and minor purchases after you’ve checked them against your bank statement. 
  • Product solicitations for things you aren’t ready to buy.
  • Old magazines, books, and articles you haven’t referred to in the last twelve months.
  • Old research materials and literature.
  • Duplicates of documents.
  • Previous drafts of letters and proposals.
  • Information you already know.
  • Business stationery you no longer use.  (Keep one or two sheets in a history file and toss the rest.)
  • Early drafts of creative writing (unless you really do refer back to them).
  • Newspapers.  If they are more than a week old, they are ancient history.
  • Junk mail.
  • Expired coupons.
  • Coupons you won’t use.
  • Outdated schedules or planners.
  • Old greeting cards (unless they contain a very special message, select your absolute favorites).
  • Invitations to past events.
  • Expired warranties and service contracts.
  • Instructions for items you no longer own.
  • Expired insurance policies.
  • Investment and banking brochures that are available online.
  • Business cards from people whose names you don’t recognize.
  • Old tourist brochures from past vacations.
  • Road maps you haven’t referred to in ten years.
  • Solicitations from charities you don’t intend to give to.
  • Recipes you haven’t tried in three years.
  • College notebooks and textbooks.  (If you can’t part with them all, keep a box of your best papers and reports and let the rest go.)

*  A Red Bench is not responsible to lost, misplaced or discarded information.   

Want some additional help managing your client’s paper piles?  Attend Helping Clients Manage the Paper Crisis, attend our next teleclass on January 27th.  There is still time to Register! 

]]> http://aredbench.com/blog/2010/01/27/knowing-what-paper-to-toss/feed/ 0 The New FreedomFiler Is Now Available http://aredbench.com/blog/2009/09/25/the-new-freedomfiler-is-now-available/ http://aredbench.com/blog/2009/09/25/the-new-freedomfiler-is-now-available/#comments Fri, 25 Sep 2009 16:00:48 +0000 Christa http://aredbench.com/blog/?p=1004 We love the FreedomFiler and have used this product for years.  And one of the best things about the FreedomFiler is the owner Seth Odam who is willing to listen to any suggestions or recommendations we have as professional organizers.  Freedomfiler

Seth has been working on a new and improved FreedomFiler that is better than ever.  Here are some of the changes. 

  • Improved Colors
  • More Write-In Labels
  • More Pre-Printed Label Choices
  • New EVEN/ODD YEAR Labels
  • New Tax Labels
  • New Archive Labels
  • New Permanent Labels
  • New Remove/Replace Labels
  • New Resource Labels
  • New Active/Supplies Labels
  • Section Headers (Premium Set Only)
  • All-In-One Instruction Booklet
  • Four Key Questions Are Back!
  • Updated Package Cover
  • Premium Set With Extra 1/5 And 1/3 Size Labels
  • Better Pricing Means More Value

If you’re not currently using the FreedomFiler with your clients, we recommend you check it out.  We both have used the product for years and find it really works to manage paper piles.   Happy filing!

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