December 15, 2006
I am a busybody during the last half of December because I like to update/renew/discard/clean things before the year turns over. I made a list since I love to make lists and perhaps it will remind you to take of some things, too.
- Clean out filing drawers - bank statements, utility bills, medical receipts, etc. I keep a folder in my filing cabinet for any current year tax-related papers, so that when it's time to do my tax returns, everything is all there in one place.
- Update your will, durable power of attorney, and living will, if needed.
- Yardwork - clean out gutters, rake leaves, clean up invasive species growth in backyard.
- Fire safety - a fire extinguisher is only good for six years. Update if needed ($20 will buy a good one). Replace batteries in smoke detectors.
- Back up data on laptop.
- Make tax-deductible donations for the current tax year.
- Sell any losing investments if you want to write them off on the current tax year.
- Clean out the attic - items can be donated.
- Rebalance IRA and 401K - sell overweighted sectors and buy underweighted sectors.
- Meet with your financial advisor to create a plan for the upcoming year.
- 2007's Roth IRA max contribution is $4000; get that check ready to invest the first week of January.
- Evaluate career accomplishments for the past year and think about career goals for the upcoming year.
I am going to get all of these done by the end of the year. This week I have been intensely focused; thus enabling me to get superhuman amounts of tasks completed. This morning I was awake at FIVE THIRTY AM!! Wide awake. Ready to rumble. This behavior! Coming from a girl who is usually in a stupor until eight am!!! Who is this person?? Ha ha.
Posted by megabeth at December 15, 2006 08:07 AM
1. Clean out my liquor cabinet.
2. Break up with my bartendresses.
3. Go to confession.
3. Meet with my new bartendresses to create a financial plan for the upcoming year.
Posted by: redclay at December 21, 2006 12:35 AM
