Early in my career, I would work one-on-one with individuals by going into their home and actually organizing their financial documents. It never failed that in every home I would find mounds and mounds of financial documents stacked up or tucked away that had been there so long the ink had faded rendering whatever it started out as useless. I also spent hours sifting through bank statements and utility bills from 1996 that no one would ever need again for any reason! Lucky for me, I was paid by the hour. Lucky for you, I can now tell you just what you need and for how long you actually need it!