New Years Resolutions

Posted on January 2nd, 2008 in My Plan, My Progress by planner

Every year I make loose resolutions.  I normally don’t include basic things like eating right, exercise, saving money, continuing my education and career advancement.  Those are all things that I work toward most of the time.  The resolutions are extra things I want to work towards.

This year a good chunk of my resolutions will be based on things I have been putting off.  I have to put a bit of effort in to clean these up and make them good goals with targets to track.  For now I have the start of a list as follows:

  • Review all of our insurance needs and coverage.
  • Finish shredding old paperwork and make sure what is left is still organized.
  • College savings plan and action, probably signing up for a 529 and UPromise.
  • Begin working on planning paperwork - possibly a will, power of attorney, estate outline, list of accounts and payment info, etc.
  • Consider a home equity loan to consolidate other loans and make home improvements.
  • Review retirement plans and progress.
  • Set new financial goals.
  • Complete my big financial plan, including all goals above and more.

I believe there are more things I have listed different places but have put off.  Getting on track with the big plan is a main goal, and keeping up with this site goes along with it.  Over the next week or so I hope to make a real list that is more specific, and hope to post it here and track my progress.

Are you making resolutions?  Are there any great personal finance type resolutions out there?

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