Financial To Do List

February 13, 2008 on 4:04 pm | In Some of This Some of That | No Comments

This is the time of year when there are so many things on my financial to do list. Of course, the obvious thing right now is income taxes. I have most of my paper work gathered together. Now, I need to organize the paperwork and then get it sent off to our accountant. There are also a few other items on my list, so here is my complete list.

  • Complete Benefits Open Enrollment information
  • Compile Income Tax information and send to CPA
  • Open new IRA
  • Balance Check Book

Obviously, the first three items are annual events, but very important. It just happens that they all need to be done now. The last item is a monthly event, something I do as part of my debt management for our household. Over the past month or so, I have also been working on debt consolidation and with interest rates dropping recently, I’ve even been considering refinancing our home mortgage to reduce our payments. To keep from feeling overwhelmed, however, I’m going to stick with my current to-do list as it now stands without adding more to it.

How about you, what’s on your financial to do list? Are you income taxes done?

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Contest - Win Cash!

February 13, 2008 on 1:31 pm | In My Imagination | No Comments

Lori over at My Wooden Spoon is have a cool contest and the prize is $25 cash! It’s very simple to enter, just leave her a comment. If you want to earn more entries, you can go vote for her blog in the Bloggers Choice Awards. Want one more entry? Write about her contest on your own site. The contest ends this Sunday, so you better get over there quick! Of course, if you don’t enter, that gives me a better chance of winning! :-D

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