Sandra Yeaman

14. Accountability – Let’s get accountable: share your goals for this week!

Since it is a new year, there are a number of tasks I try to complete before the end of each January. I’ll try to knock two of them out this week:

• Create 2018 folders for the filing cabinet for those reports and notes that come in by email or snail mail that must be kept for tax or other financial reasons.
• Reset all my passwords for online accounts.

A third of these routine new year tasks I completed by January 1: creating new 2018 folders on my laptop. There are a few items in the 2017 folders I need to move into the 2018 versions. I’ll do that as the needs arise.

Another remains: update Quicken to be ready for tax preparation time. Since we never receive all the 1099 reports until the end of January, I set this goal for January 31.