To close out the unusual year we’ve just had, I wrote a guest article for Retirement Daily on The Street. I covered 10 financial tasks we can all wrap up after the holidays. With such a complex financial system, it’s important to take some time to look under the hood at each account you own. And, help prepare for the upcoming tax season.
None of these account reviews takes a lot of time, individually. But, if you try to do them all at once, it can seem overwhelming.
Much like wrapping gifts, you can either wrap as you buy and it’s not so painful. Or, you can wrap all at once between the moans and groans. Either way the gifts get wrapped. It’s just that one option tends to be more painful!
Also included in this article is a fun conversation on video. (The video is at the top of the page…you’ll have to watch an ad first.) I talked to editor Bob Powell about these 10 financial tasks to wrap up. And, there might be some trash talk about my beloved University of Minnesota golden gopher football team! Make sure to watch.
If you’re looking for ways to get organized in the New Year, you might find other helpful hints in these blog posts:
Create Structure to Your Retirement Days – and A Little Style