Little Things You Can Do To Ease The Transition Into The New Year.

This time of year makes me think about closing out chapters and starting with a clean slate. It always feels so good to get everything straightened up and move into a new year with a renewed sense of purpose. With that in mind, here are a few things to put on your goals list for the next few months, and most of them only take a few minutes:

Create a budget or if you already have one, make adjustments

Organize documents (more here: missoulabookkeeper.com/blog/howlongtokeepdocuments)

Set some sort, mid and long term goals

Set up auto transfer for savings, no matter how small

Check credit report (linktr.ee/missoulabookkeeper)

Update your passwords

Update beneficiaries on bank accounts and insurance policies

Unsubscribe to emails you don’t need

Make an appointment with a lawyer to do a will if you don’t have one

Negotiate bills like phone and internet

Review life insurance needs

Donate or sell unneeded things you have laying around

Cancel subscriptions you aren’t using

Make a financial vision board

Develop a plan for any large purchases you will be making in the next year

This is a really busy time of the year and I’m sure there are a billion things on your to-do list, so if you can only get to one or two of these, that’s a win. Progress, not perfection. Any steps you take to get organized and prepared for the future are a gift to your future self. What habits and routines do you do to get prepared for year end? Let us know in the comments and drop a 👍 if this resonates.