Year End Adulting
- Bookkeeping Up to Date
- Health Insurance Policies – compared & secured! Last day to enroll is January 15th 2022 (usually December 15th, because of Covid-19 this is extended in 2021)
- Quarterly Tax Payments Paid (last one is due January 15th)
- Retirement Plans balanced for the year
- Life Insurance?
- 1099’s, Certificates of Insurance are up to date
- Review Insurances for Home / Car / Personal Property – update values
ACTION Plan
- Meet with Trent for Bookkeeping
- Meet with your insurance agent (or we can recommend one) for policies, health renewals and life insurance
- Budget your next year with Angela
- Create your 2021 goals
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