December Organization

Are you ready for 2021? If you are enjoying a staycation this December, you might take some time to catch up on paperwork and make sure your personal administration is in order. The following reminders will make your new year transition smoother!

Review your paper filing system
If your system works for you, then just catch up on filing, shredding, and recycling. To set up a new and simplified system, start by gathering ALL papers and discard first then keep inbox, short term, and permanent categories.

Email management
Take a moment to delete, unsubscribe, and categorize. If the sheer volume is too much or your system is no longer serving your needs, consider trying some of the free or paid organizing tools for integrating and managing email accounts.

ID documents
Check the renewal dates for your driver’s license, passport, and any other state/federal identification. If your driver’s license expires soon, take the time now to check the Real ID requirements and consider that option.

Check your insurance coverage
Review home, auto, health and any other insurance policy to make sure you are getting the coverage you need.

Personal accounting and financial planning
Catch up on your personal accounting and review all accounts. If you are new to financial planning, it’s never too early to start and valuable information can be gained from an intro meeting with a professional financial planner.

Dare I say it… TAXES!!!
No surprise here, with every new year comes tax season. This month, plan the timeline for preparing your own taxes or check in with your CPA or tax professional for scheduling an appointment or providing your documents.