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Check List of Things to Do in 2013 (and Now!)

December 26, 2012
  1. Stop marking SALY (Same As Last Year) next to your new year’s resolutions.  Make one or two big-time life goal resolutions that you will do
  2. Determine the most important things in your life and act like that is sonew-year-checklist-300x225
  3. Value your time. Each day, identify and do your most important thing first; touch things once; make “do it now” your mantra – don’t delay. Buy and read my book Power Bites that describes all of these (ok, a subtle commercial)
  4. Check your personal insurance coverage. Make sure you have adequate liability, uninsured motorist, umbrella and workers compensation insurance at your home and the right type and amount of life insurance to provide for your family
  5. Do some tax planning for yourself.  Manage investments to benefit from tax savings such as reconfiguring your investments with long term fixed income securities in tax sheltered accounts and equities in taxable accounts, or if actively trading, put your trading activities in the tax sheltered accounts.
  6. Get rid of clutter – See separate checklist I will post tomorrow
  7. Stop being stupid.  Treat your family, business and relationships the way they should be treated with the right priorities and expenditure of time and energy
  8. Don’t deal or work with “jerks.”  Have a “No Jerk Rule!”  Don’t suffer, fools. Don’t waste time arguing with stubborn people who refuse to listen to reason or logic
  9. Review or get a will – or – get it updated. The same for your business buy-sell agreement…
  10. Review or get a practice or business continuation agreement if you are a sole proprietor
  11. Stop texting and dialing numbers when driving.  Also, slow down – getting stopped by a patrolman will eat up more time than twenty times of driving within the speed limit. And skip the road rage – why get mad at an a – – h – – e!
  12. Call former partners and friends, brothers and sisters, and others you were once close with to wish them a happy new year.  Life’s too short to dissipate energy holding grudges against people whose funeral you might go to.  Clear the air – someone has to take a first step – why not you?  Why not now?
  13. Go through your pile of business cards and call those you want to stay in touch with or want to rekindle a relationship with and wish them a happy new year.  If you no longer care about that person, throw the card away.
  14. Write and mail a letter for every account you have informing the bank, broker or insurance company that the account should be considered active and not subject to escheat laws
  15. File a claim to recover unclaimed funds the State might have for you
  16. Go to every bank you have a safe deposit box in to show activity
  17. Examine all accounts, annuities, investments to make sure they are in line with your needs and goals
  18. Review professional license expiration dates and follow up that you receive renewal forms
  19. Change batteries in smoke and CO detectors, all flash lights, clock radios and all electronic equipment where you have battery back-up
  20. Review the tax assessment for your homes and if applicable start process for tax reduction
  21. Think healthy – your body is made to travel a certain mileage with the right fuel, maintenance and care – maximize that mileage
2 Comments leave one →
  1. Gerard L Viola permalink
    December 26, 2012 7:11 pm

    Hi Ed

    Excellent list. Many of the items I need to do myself! If you don’t mind I would love to print it out and give to some of my family members and clients.

    Happy New Year.


  2. December 28, 2012 3:13 am

    Thanks for kind comment. Use list anyway you want.
    Have a Happy and Healthy New Year.

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