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“To Do” List for the New Year

December 29, 2016

Here are some things you should consider for the new year.

  1. Health – One of the biggest causes of unaccomplished financial plans and destroyed savings are health issues. Make good health practices a major part of your plans – and do not push this aside.
  2. Wedded bliss – Another major cause is a failed marriage – work at yours and do not skip your “date nights.”
  3. Vacations – Vacations are how you recharge your batteries. No one can keep running continually at a full pace without a break. Use vacations for those breaks – and do not check in with the office. You are on a vacation, and not just working at a different or remote location.
  4. Don’t gossip – Do not talk about people that are not present. This will cause you anxiety if you said something that you are afraid they will find out about.
  5. Call your aunt – Calling an aunt or an old friend or their widow every once in a while can’t be too much of a burden and think about the great good you will be doing.
  6. Manage your taxes – No matter your situation you can keep your taxes at a minimum by sound and regular planning and review.
  7. Understand your investments – You should never invest in anything that you do not fully understand how you can make or lose money in, and once understanding it, you are willing to accept the possibility of that loss.
  8. Grandkids – There is a limited period until they grow up. Maximize your time with them and their memories and experiences with you that they could use to grow with.
  9. Friends – As our old friend Polonius said: Those friends thou hast, and their adoption tried, grapple them to thy soul with hoops of steel.
  10. Be Grateful – Be mindful that every day is a Blessing.

Addendum to last year’s list of what records you should keep: Keep some documentation of your prior addresses such as a phone or utility bill or a bank statement. If you make a claim to recover escheat funds that predate your present address, proof will need to be provided of your prior residences or office addresses.

Thanks for reading my blogs. Have a Happy and Healthy New Year. Ed Mendlowitz

3 Comments leave one →
  1. Phyllis permalink
    December 29, 2016 9:16 am


    A happy and healthy New Year to you, Ronnie and your family!

    Thank you for all the information and interesting points you provide in your blogs.

    Best wishes,

    Phyllis and Toby

  2. Alan Zeitlin permalink
    December 29, 2016 11:13 am

    Thank you for sharing your knowledge with us in your blogs.
    Happy New Year to you and your family.

  3. Ed Mendlowitz permalink
    December 29, 2016 4:56 pm

    I have an added comment. Where I mention grandkids, i should also have said children. If you are not nice to your children, you might never get an opportunity to be nice to your grandchildren.
    Have a Happy New Year.

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