Category: Things I Wish I’d Known

What Do Instant Coffee and Travel Sized Toothpaste Have in Common?

I drank instant coffee yesterday morning. It wasn’t too bad, actually, Starbuck’s Via Dark Roast. I keep some packets on hand for when I travel, just in case there is not morning coffee at my destination.

Goodness knows I’m not traveling this week, so what gives?

(And Why?! do my posts seem to involve coffee, pictures of coffee or drinking coffee?!)

Here’s the thing. I inventoried my kitchen cabinets before a grocery trip over the weekend, and I noticed the coffee packets were nearing their expiration date. Obvious next action, use them up before they expire.

In keeping with the coffee topic, I started out this social isolation by using up ground coffee in my french press. Why? To use up open inventory and clear clutter before returning to my usual K-Cups in the morning. My Intelligentsia coffee beans are still in the freezer, they will last a long time in there.

(For more information about using up your food inventory, check out last my article from a few weeks ago, “Menu Planning: This Just Got Real”.)

HOWEVER, this is not about coffee. Today’s topic is inventory management.

I know why I talk about coffee, but Why am I talking about Inventory Management? Because utilizing the items we already have in our home is the best way to save money, save time, clear clutter, waste less, make better choices, flatten the curve, etc.

I’m also using travel sized toothpaste right now. Who knows why we have 6 of them, but I’m using up those before I start on any new full sized tubes.

I mentioned inventory management to a coaching client yesterday. She was adding “finish organizing the bathroom” to her plan for the week, and when I brought up inventory management, she said “Yes! I always seem to tuck things away in clever places but then can’t find them again when I need them!”

Yep.

So, to save money and time, clear clutter, waste less, etc., here’s what to do this week!

Find Your Inventory!

Corral all your stuff by category. For example, the toiletry category, like soaps, shampoos and toothpaste. Other home inventory categories could be cleaning supplies, light bulbs, paper goods and the like.

Check the medicine cabinet, the linen closets, under bathroom sinks or in bathroom drawers, the travel bags and where else? Where does that stuff land in YOUR home?

Bring it all together, open or still sealed, on the bathroom counter or the kitchen table if you need more space. Sort the broad toiletry category into sub-category piles, like soaps, shampoo, dental, personal care, etc.

Purge the Stuff That HAS TO GO.

If you have a 5 year -old partial bottle of conditioner that has turned lumpy and smells funny – would you actually put that on your head? (No. The Answer is No.) Purge the old and the empty, recycling containers if you can. Pet shampoo when you don’t own a pet? Old shower poofs or loofahs? Go, go, go.

Establish a Designated Location For Your Home Inventory.

Some folks like to keep a stash of toiletries in every bathroom, and I understand that … sort of. I find that having multiple locations in your home for stashing inventory is what makes inventory management so difficult. So, choose a spot or maybe 2 – one on each floor of your home, perhaps? And store your unopened inventory in that spot, to stock the spaces where you use it when you need it.

Plan to Use The Open Stuff First.

Stock your storage space like a store. Freshest (items with expiration dates farthest in the future) inventory goes to the back of the shelf, with inventory that needs to be used before it goes to waste moves to the front. If we are talking about those other categories of inventories, like cleaning supplies or paper goods, place partial containers at the front and use them first.

Check Your Stock Before You Restock.

Get in the habit of checking your Inventory before you shop.

Use the empty spot to alert you to when something needs to be replaced or reordered. If the “bleach” spot on my chrome shelves in the laundry room is empty, I know it’s time to buy bleach. If the cup of new tooth brushes in my toiletries bin is empty, it’s time to buy toothbrushes.

DON’T BUY MORE UNLESS YOU NEED IT!!

Just like retailers or manufacturers, Know your re-order point, and recognize that stuff takes longer to arrive these days, whether you go out and shop for it or order on-line. For example, over the weekend I ordered more dishwasher detergent pods. We’re not out of them yet but we will be in a week and shipping takes longer than it used to, so I placed my order.

Do your home and your $$ a favor, and spend some time setting up your inventory management this week. Get the most out of what you already have and clear some clutter while you’re at it!

It’s Time To Make A “Some Day Soon” List

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Friends, this, too, shall pass! Notes for Some Day Soon.

I’ve suggested before to create a Future To Do List. 

Most Decembers, for example, I suggest that folks make a “January List” for the things that we can put off until after the holidays.  We want to keep the ideas as they occur to us, but we might not need to act on them until the New Year, in that case.

Personally, I have a rolling Master To Do List for most facets of my life. 

What that means is that I have, in an online platform called Evernote, a Master To Do List that contains my tasks for family life, home maintenance and improvements, Ministries and Public Service, plus all facets of my business and my own self-improvement.   This makes it easy to move tasks around the Evernote document as I complete a task or need to move it to next week, etc.  

As I write all that, I realize it may sound nutty to keep all that info in one document, but this practice really helps me to track tasks and projects each day, week, month, etc..  And I’ve tried keeping separate lists for each area of interest, but then I forget to regularly check them.  This just works best for me.  

But here is the snag, friends.  While I typically complete a one-time task and then remove it, or move ahead a recurring task to a specific week or day in the future, I am facing a new and (admittedly) uncomfortable new category.  The “Some Day Soon When We Can Return to Normal” task category.

You know what I am talking about.  

  • The events that we have had to postpone due to social distancing. 
  • The appointments we need to set up once offices and service providers are open again.
  • For me, the in-person client appointments that I’ve had to cancel, and presentations that have been put on hold.
  • The actions that we have promised ourselves in these rougher times that we are ABSOLUTELY going to do when we can again!

But we don’t know yet when that will be. So I want to keep the ideas until me and the world are ready to take action on them again.

My challenge to you this week is to start and then add to  your Some Day Soon List.

  • Work or medical or personal appointments to reschedule.
  • People to meet up with (not just connect virtually).
  • Non-essential errands to run.   
  • Service people needed, like the tree I need planted in my front year, or having the plumber or electrician out.
  • Birthdays to celebrate in person!

Maybe it’s a wish list!  

  • That Some Day soon, I will drive to Michigan and hug my parents and siblings and families.
  • That Some Day soon, I will spontaneously hug friends at the grocery when I see them.
  • That Some Day soon, I will go to restaurants and sit and soak in the ambiance and linger over dessert.
  • That Some Day soon, I will go to a movie theater, or enjoy our Broadway in Chicago membership again.
  • That Some Day soon, I will go to church.  I will bask in the peace, I will thrive on the energy, I will sing and pray with others. 
  • That Some Day Soon, I will do something as simple as go to my favorite local bakery to virtually work from their booth while enjoying the people and the steady supply of hot coffee.

I think of this list as Hopeful and Happy, and I hope you feel the same.  This strange and awkward time will pass.  For my own sanity and outlook, I have to believe it will.  And when it does, we will emerge better and stronger and more grateful for what we have.  And we will be ready to take action on all these ideas and wishes we make now!


Meal Planning: This Just Got Real.

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These are interesting times we’re living in right now. I have written and presented A LOT about Menu Planning and Strategic Food Prep, etc., but these ideas have gained special importance over the last few weeks.

You bought the food, now what are you doing with it?

If you didn’t inventory your stock on hand before you bought all your groceries over the last few weeks, you really need to do that now.

Sort like items together, pulling the foods from all the areas in your house it might be stashed or stockpiled

Check expiration dates on all of your food, cabinet / fridge and freezer! Pay close attention to expiration dates, friends. Even in this uncertain time – perhaps ESPECIALLY now – saving money over an expired can of tuna could land you with a case of food poisoning.

Rotate your inventory like a store, meaning put all that new food you’ve recently purchased at the back of your inventory in the cabinet / fridge / freezer and pull the older food towards the front to be used up sooner.

What to eat first:

Eat your leftovers first. I issued a moratorium on throwing out leftovers. With our current status around here, it’s even more important that we not waste food. Check the pantry, too, and use up what is open first.

This is the actual note I left my family members the other day, with the board placed under a bag of crackers left on the counter overnight with TWO crackers in it, a loaf of soda bread with ONE slice left, and a bag of 6 banana mini-muffins in it left open on the counter. (grrrr…..)

Finish. The. Bag. And then throw it away!


(And I’ve already reminded all the young adults in my house to NOT EAT ALL THE SNACKS in the first few days!)

Make your plan: I am not necessarily assigning meals to dates just now, but I have on hand the ingredients to make the following:

chicken pie, shepherds pie, baked ziti, crock pot – chicken tacos (today), beef stew / home made bread, crock pot – creamy chicken and rice soup, bacon-potato soup with cheddar, pork roast and risotto, pork chops and ??, chicken breasts and ??, spaghetti and meatballs, breakfast for dinner, crock pot chili, beans and rice (Friday).

Most of these meals rely heavily on frozen meats and veggies (which will last for months), non-perishable pantry items and some fresh produce that I’ll need to use in the next week, choosing those recipes first – hence the chicken tacos today!

In this new normal where we find ourselves, I have to think about having lunch food on hand, too, which is new. Granted, around here, planning for lunches means making sure we have sandwich stuff, leftovers or make-your-own-breakfast stuff available.

We’re actually having some adventures in cooking, since we have the time! I made french bread from scratch the other day, which was time consuming but so gratifying and delicious, paired with my home made beef stew! And now that I found bags of caramels at the store this morning, my sons are planning to bake some type of new cookie they want to try (works for me!).

I hope these ideas help you to get a handle on your own kitchen inventory and your meal planning! I wish you all good health – physical, emotional and spiritual!

Preparing to Get Organized! (a.k.a., What To Do Before Your First Organizing Appointment)

I often hear from new or potential organizing clients, “What should I do to get ready for our first appointment?”

I am happy to answer and I’m even happier to say that these steps are for EVERYONE to take, these first steps to getting organized, and not just my new and potential clients!

So, whether you are organizing with a professional or tackling the projects solo, here are some simple steps to get you started!

Stop Shopping.  Working with a client recently, we discovered a healthy stash of toothpaste and deodorant. In this case, “healthy” means a dozen of each or so, unopened. Another client has dozens – yes, DOZENS – of paper towel rolls, taking up a LOT of space. If you want to get organized and clear clutter, start with NOT acquiring more stuff! For example, if we have an appointment set to organize your kitchen and pantry, Do NOT go out and stock up on groceries. Use up what you have on hand! Same goes for clothes or towels or office supplies.

Along that same line, assemble your supplies from your home inventory (please read that as DO NOT GO SHOPPING!). And do not purchase containers, unless we’ve talked about them!  Supplies might include garbage bags, sharpie markers and empty cardboard boxes.

Imagine the end result.   Why are you tackling this (these) project(s)? What do you imagine your spaces looking like when the projects are complete? How do you expect to feel? What do you expect to gain from the organizing process?


Purge the Easy.
Take out the trash and recycling;
move the dirty laundry to the laundry room;
break down cardboard boxes flat;
toss the expired food in your pantry and clean the fridge..

Check out my resources page, if you need destinations for your stuff. Send stuff on it’s way! That ugly couch in the basement, the extra dining room table in the garage to a recent grad with their first appt?  Yep, arrange that pick-up!

Run the errands:
drop off other donations to their destination;
return completed books to the library;
take your dry cleaning in;
return unwanted items to their retailers;
return borrowed items that you are done using to their original owners.

Wow, your space is looking better already! Way to go!

Make Healthier Habits Stick

A few weeks ago, I had the pleasure to meet a great group of women and talk to them about how to make their healthier habits really stick in this New Year! Regardless of what your goals are, progress has to start with small, convenient and simple steps in the right direction, instead of big and sometimes not sustainable changes!

SIMPLE CHANGES! 

What will simple change look like? (And please take these ideas as merely suggestions!  There are lots of ways to make your Goals work for you!)

  • “Get to”, not “have to” – changing our mindset.  Talking to a friend who runs marathons (I know, right?!), he plans when he “Gets to” go for a run every day.  He may have to creative or cut the run short, but he was always looking for the opportunity to run. I often think of exercise as “Have to”, but “Get To” motivates me more!
  • Find Your Tribe, and Spread the Word.  What are your goals?  Make your success a group effort by finding like-minded folks with similar goals or people who are already doing what you are doing, or by sharing your goals with friends who will support your efforts! 
  • Plan your Day.  Set timers, if those help you.  Set timers to take vitamins or supplements and to drink water.  We have our phones with us all the time anyway, use them!  You can customize your timer, too, so your wellness timers sound unique and help you remember!
  • Make Room in Your Home For Your Better Habits.  In my recent presentation, I challenged the participants to pare down easy clutter – coffee mugs or extra water bottles, holiday decor or storage containers – and find some space for whatever is needed for those healthier habits!
  • If wellness is your goal, Meal Planning ensures healthier eating and saves $$ and time!
    • Make your meal plan for the week, or just start with a few days.
      • Plan your meals and snacks;
      • Check your grocery inventory on hand, and plan to use first what you have on hand;
      • Hit the grocery (or place an order on-line to limit impulse buying) to fill in the gaps between your plan and your inventory.
    • Daily, take your supplements, eat your healthy breakfast and plan for or pack your healthy snacks and lunch. (Remember, make healthy choices more convenient and you will be more likely to make them!)  
    • For example, snacks can be healthy AND something I look forward to!  If I prep my snacks in advance, in the morning or perhaps all my snacks for the week on one day, I am more likely to stay on track!   always think “protein and produce” when it comes to snacks, so servings of nuts in small re-usable bowls or snack bags plus cleaned and prepped fruits, veggies and hummus in reusable bowls, hard boiled eggs, etc..

So, we have set up our days, routines, habits and spaces to nourish ourselves and our new habits.   Yeah Us! Let’s Do This!

How To Stack & Store Stuff!

January is Get Organized Month! How To Stack and Store Stuff!

Getting organized is a process, and choosing and using the right containers for storage is a really important step in the process!

During my presentations, I talk a lot about Containerizing and how to do it the right way! (BTW, “Containerize” is a word introduced by Julie Morgenstern in her book Organizing From The Inside Out). And for ease of writing (and reading, I expect!), I am talking about large storage containers during this article, and not the little ones in your kitchen cabinets.

Why Containerize?

-To protect your items.

-To maximize your vertical space.

-To keep your items conveniently portable.

-To provide boundaries and limits for collecting.

-To enable retrieval of similar or related items when needed.

To Protect Your Item, choose the right containers that will offer physical protection and structure for your stuff. Consider heat and cold variations when you are storing your stuff (as in, snow globes will FREEZE and SHATTER if they’re kept outside), protection against bugs and moisture and dust. Cardboard is almost NEVER the right choice for long term storage of your belongings because it is susceptible to moisture, dust and bugs plus it degrades over time and usage.

Containerize your really heavy or fragile items to protect them from falling or from harm. And store both heavy and fragile items in small containers with only a few other things (but not together, of course!).

Maximize your vertical space. Containers are great for utilizing your vertical space well, since you can stack containers into tall stacks. When you are storing filled containers, store the heaviest and widest containers at the bottom of the pile, and don’t just keep piling. For safety sake, most stacks shouldn’t be over 3 or 4 containers tall.

Keep your items conveniently portable. I have no intention of moving from my home any time soon. BUT, if I did, it would be super easy to move the contents of my crawl space. Most of the contents are seasonal items and decor, and all are pared down, categorized, containerized and well labeled, so moving would be a piece of cake.

When containerizing, don’t pack really big containers full of really heavy items. Those 18 gallon Rubbermaid containers are great for storing holiday decor, bedding or clothes or toys, but not books and photos and papers – those heavy dense items would make the big containers too heavy to conveniently move and stack.

Containers provide boundaries and limits for collecting. Containers provide reminders of what is the reasonable amount of stuff to keep. Think about your dresser. It seems reasonable to keep one or two drawers of t-shirts (or socks or underwear), right? But if we don’t containerize our stuff in a drawer, it is difficult to determine how much for something we actually own. Containers provide a gauge for quick estimates of content.

When you’re explaining to your kids (or others) how much of something to keep, you can say ‘one container’ or 2 or whatever of memorabilia or stuffed animals, etc.

Containers enable retrieval of similar or related items when needed. Label your containers, so you can find things again. Affix a label to two sides of the container, one end and one side. DO NOT label the top, for as soon as you stack your containers, you will not longer see the top.

Label your container (and DO NOT write the containers’ contents on the container!), and be willing to change them if the contents change. I have spent 17 years now searching for good labels. So far, the best combo is a Post-It note and a Sharpie marker covered over with clear packing tape.

Decide if you want to see the contents of the container or not. Clear containers provide a clearer view, but are often more expensive and less sturdy. In addition, we may want an opaque container for a more uncluttered look in your storage area.

If you are packing away seasonal decor this week, or looking to get organized for 2020, give some thought to the right containers for the job!

Quick Fixes for a Better Closet

I received photos of a stranger’s closet via text last week.  (It sounded funny to me as I typed it, but it is not an uncommon occurrence, and the stranger isn’t strange at all!)

A participant from a recent presentation asked questions  about her oddly shaped and slightly frustrating closet.   I love these questions!  And regardless of the size or status of your closet, there are steps I suggest to EVERYONE, including this class participant, to give you more breathing room and make your closet work better for you!

Try one of these suggestions this week, or all of them!

      • Pull all unused hangers off your closet rods.  Toss or recycle the old or decrepit ones, and set aside the ones you may use as you hang clothes up today.   When you’re done clearing space today, put all the extras in the laundry room.

      • Collect and recycle the empty shoe and shipping boxes, then toss out the shopping bags, dry cleaner bags, tags, pocket lint, tissues, etc. from the floor.
      • Collect all those Errands-To-Be-Run items – for return, repair, donate or share?  Yep – send them all on their way.  Pack them into the car, and add the errands to this week’s to-do list.
      • If space is tight, consider moving move all non-clothing items elsewhere.  (For example, more-than-one-piece-of-luggage, keepsakes, excessive bedding, gifts to be given, bags of clothing donations, fans, furniture?)  Send these under the bed or into storage elsewhere in your home.
      • Swap your clothes for the season.  Yes, I know it may seem like a hassle, and I also know some items can be worn all 12 months but some… can’t or shouldn’t be worn all 12 months.  Store these in storage bins or totes under the bed or on the top shelf of the closet.  Your clothes will last longer safely folded away instead of hanging and collecting dust, and you will reap major space benefits by clearing away items you won’t wear for a while.
      • Swap out your shoes for the season, too.
      • Move that safe on the floor. (Yes, everyone keeps their safe on the floor of their closet and thieves know it.) Hide it somewhere clever while freeing up some closet space.
      • Now that you have more breathing room, use your vertical space better: install over the door shoe racks on the back of the doors, or jewelry storage on a blank wall.

Try one, try all!  And enjoy some breathing room in your closet this week!

Maintain Your Home Today to Avoid Emergencies Tomorrow

Earlier this year, I crafted this list of monthly, seasonal and annual household tasks for a client new to home ownership.   She wanted to keep up on regular maintenance tasks because she is smart, and realizes that regular maintenance is the best way to avoid emergencies down the road.

For example, every Fall:

  • Have your furnace and air conditioner looked at now, to avoid an emergency and costly repair or replacement in the dead of winter.
  • Turn off outdoor water faucets completely, to keep pipes from freezing (and bursting).
  • Take care of your lawnmower and snowblower at the change of seasons to keep them running well for many years to come.
  • And the list goes on and on…

Of course we can’t avoid emergencies or accidents completely, but we can invest some time and resources in keeping them away as much as possible!

This list is a start, a jumping-off point.  Feel free to copy and paste it to your own document and edit it to make it more personal and specific to your situation, such as if you have pets or a swimming pool,  or more than one home or just a condo or apartment, obviously tasks can be added or subtracted to fit your needs.

Annual Tasks:

  • HVAC system check
  • Clean rugs
  • License and license plate sticker renewal

Fall / Winter:

  • Winterize your lawnmower
  • Get your snowblower ready, turn it on and let it run a few minutes  (Get some gas, too)
  • Flush hot water heater and remove sediment
  • Turn off and flush outdoor water faucets
  • Test sump pump /  sump pump valve replacement
  • Outdoor greastrap
  • Rout the shower drain
  • Winterize air conditioning system
  • Clean duct work
  • Get heating system ready for winter
  • Clean / check fire place, get chimney cleaned
  • Check driveway/pavement for cracks
  • Buy winter gear and sidewalk salt
  • Bring deck furniture in
  • Check window screens
  • Wash mini blinds
  • Wash out and de-clutter cabinets and closets
  • De-grease top of cabinets if no soffit

Spring / Summer:

  • Check and repair screens
  • check and repair deck
  • move deck furniture to deck
  • clean and summer-ize snow blower

Twice a Year:

  • Windows inside and out
  • Clean curtains / draperies
  • Wash or dry clean comforters
  • Vacuum your fridge coils, pull fridge out and vacuum behind
  • Swap out reverse osmosis unit water filter
  • Check and clear dryer vents
  • Reverse ceiling Fans
  • Test smoke alarms, carbon monoxide detectors, fire extinguishers, and all ground-fault circuit interrupters.
  • Clean gutters and downspouts

Monthly:

  • Inspect and possibly change furnace filter
  • Vacuum heat registers and heat vents
  • Clean range hood filters and garbage disposal (grind ice cubes, then flush with hot water and baking soda)
  • Pour a tea pot full of boiling water down bathroom sink drains
  • Clean coffee maker

Weekly / Daily:

  • Clean dishwasher trap (weekly)
  • Errands and grocery shopping
  • Pet waste clean-up
  • Restock pet supplies
  • Rugs, towels and bedding
  • Daily laundry
  • Go through mail / shred stuff / pay bills

So, use a little time this week to take care of your home maintenance tasks, and get your home prepped for the next season!

A Place To Put My Hiking Gear

These last few weeks, I’ve written or shared articles about Being Prepared for National Preparedness Month.

Being Prepared isn’t just about preparing for crises and emergencies, though.
Being Prepared can be about being ready for anything that life throws your way, the Good in addition to the emergencies!

I’m going to re-cap this article before you read the rest, with these tips for Preparing For The Good Stuff:

  1. Recognize what is important to you.
  2. Proactively clear obstacles that stand in the way of being able to do what is important to you.
  3. Dedicate resources to what is important to you.
  4. Maintain your Prepared for the Good Stuff status with regular attention.

For example:  I recently purchased a hiking back pack.

Did you know?  I love to hike.  Nature nurtures and delights me. From big vacations to stolen moments as I travel through my day-to-day, I find reasons to stop and be out in nature.

I like to be prepared, so I have a small pile of hiking stuff I take with me when I hike, and I keep it at the ready in a small pouch.  What is my “hiking stuff”?  Bug spray, signal whistle and compass, small portable first aid kit, hat, bandanas (for keeping mosquitoes out of my ears, I hate that!), etc.  And I would toss that small pouch, a water bottle and a protein bar in my big backpack when I was going for a hike.

Or, I would do that if I wasn’t already using the big pack pack for something else, like when we were already traveling and the big back pack was my luggage. Or, sometimes the big back pack was just, well, too big for a day hike, and if you hike, you know you want to travel light. And where do I keep my pouch of hiking stuff between hikes?

I recently decided that to truly honor my love of hiking, I needed to dedicate some resources to making my hiking hobby work better for me.   Life is never about the stuff, but I can still be really happy with a new purchase that will make my life better.  (Shown here is the Kavu Paxton Pack I purchased, after a little bit of research.)

The new hiking pack solved the challenges I had with my hiking stuff before now.  Most importantly, I find the already packed hiking backpack motivating and it makes me happy, so Win-Win.  When there is absolutely no obstacle to an early morning hike other than filling my reusable water bottle and heading out the door, I am much more likely to actually head out that door!

I haven’t always considered myself an athlete, but knowing I’m prepared to hit the trails makes me feel like an athlete in this game called life, and I find that motivating, as well.

So, to Be Prepared for the Good in life:

  1. Recognize what is important to you.
  2. Proactively clear obstacles that stand in the way of being able to do what is important to you.
  3. Dedicate resources to what is important to you.
  4. Maintain your Prepared for the Good Stuff status with regular attention.

Happy Hiking! (Or whatever you choose!)

So, What’s In Your Wallet?

My husband has been on a mission lately, reviewing all his Little Spaces around the house.  You know, those Little Spaces?  His launch pad (basket) by the back door, his briefcase, different drawers of his desk, his wallet, etc.  Last week he shred a couple dozen files from his file cabinet, and this week he reviewed and pared down the contents of his wallet.

As he spread his wallet’s contents on the kitchen counter, I told him that he is the inspiration for this week’s article!

So, what’s in your wallet?  From an organized and prepared point of view, we should carry exactly what we need and not much else.


How to:  First, take everything out of your wallet, and lay it out on a flat space!

Sort what you have:

  • ID, credit cards, insurance cards, of course.  But also…
  • gift cards, rewards cards;
  • appointment reminders, business cards; and
  • receipts and random minutiae.

Purge what can go:

  • Review expiration dates, and shred any old ID or credit cards.  (Auto insurance cards from  12 or 18 months ago?  Yes, those can go.)  And if you purge an old card, make sure you have the most up-to-date version if it is something you need to carry.
  • Add appointments into your calendar and toss / recycle the card (Dentist appointment reminder card from last summer?  Yep, that can go, too!).
  • Take a little time and enter business card contact info into your phone, and toss / recycle those, too.
  • File or shred old receipts.
  • Are you trying to track or curb spending?  Consider leaving a credit card or two at home

Once you know what you’re keeping:

  • Check the balances on any mystery gift cards in your wallet, or call or go on-line and combine your balances if you have duplicates.  I carry a tiny sharpie in my wallet to make note of gift card balances on the card as I use them up.
  • Any account cards, gift cards or loyalty reward cards you can move to your smart phone and stop carrying around with you entirely?  Go for it!
  • Take the cards that you are going to carry in your wallet and lay them flat on your printer glass and make a copy.  Then, flip all the cards over, and make a copy of those sides, too.  Keep these 2 sheets in a safe but convenient place in case you lose your wallet and need to file a report or make phone calls / go on-line to cancel your cards.
  • Pare down what you carry!  Make sure that your wallet is streamlined and that you can easily find what you need when you’re looking for it.

Looking Ahead:

  • Live lighter and more organized with a cleaned-out wallet!
  • Make a habit of snapping a picture of a business card instead of accepting it, or entering  an appointment in your calendar right as you make it and eliminate the need for those extra bits of papers floating around.
  • Make a habit of reviewing your wallet every few months, to keep it pared down and efficient!