January Tip of the Month – Winding up 2016

Out with the old and welcome the new!
Now’s the time to collect, organize and put together all your 2016 files, health forms, and tax documents for the accountant. Organizing these papers ahead of time saves you money and time. While you’re at it, check with your accountant to see if your old financial records have exceeded their statute of limitation. You may have mountains of paperwork that can be shredded. Think of all the room you can create!
Next, create fresh files for the coming year for all your vendors, investments and other papers that you create. Replace your calendar and date books. Put in important dates and, most importantly, plan some fun for the year.
Lay the groundwork for a joyful, organized and prosperous 2017.