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Tuesday, 28 December 2010

The end of 2010 is only days away. With that in mind, this is a great time to do some tasks to prepare for and be organized in the New Year.  Here are some things you can do now to make 2011 more organized:

Reconcile financial accounts. Now is the time to get all of your financial paperwork for the year completed so you’re ready to file your taxes when your forms arrive.

Year-end personal goal and resolution review. Review all you accomplished over the course of the year and create goals and resolutions for 2011.

Back-up all digital data. Even if you do this daily, it’s good to take a final snapshot of the digital year.

Review beneficiary information on all investments and policies. If your family has grown or changed in the last year, now is the time to make sure your beneficiary information is current. Additionally, it’s a good time to do a general review of these investments and policies.

Review systems and routines. Are the systems and routines you follow meeting your family’s and home’s needs? If not, now is a good time to create new practices to implement in the new year.

If one of your goals is to create a budget for the coming year, I invite you to check out my "U Can Do It Budgeting System" in the ABS Store.   http://www.4abetterspace.com/abs_store

If you need some help getting more organized and creating some new practices to implement in the coming year, don't hesitate to contact me.  I am here to help.

Best wishes for a happy, healthy, prosperous and organized New Year!

Posted by: Audrey Cupo AT 10:08 am   |  Permalink   |  2 Comments  |  Email
Comments:
Great list! I never think about if my beneficiary information is current but it really is smart to check that! Thanks for the nudge. Bonnie www.myrivendell.wordpress.com
Posted by Bonnie on 12/29/2010 - 01:18 PM
Bonnie - so glad I could help. Have a very Happy New Year!
Posted by Audrey on 12/29/2010 - 01:28 PM

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