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Happy New Year!

January 4th, 2014 at 11:16 am

Due to a busy work (paid & volunteer & side gig ... grateful for all 3) schedule the past couple weeks, I am just now getting a chance to reflect on the fact that it is a new year.

No matter what the calendar says, mentally today is my New Year's Day.

This is what I will do my "first week" of the new year as far as my finances - listed randomly,not in order of importance:
1. Calculate 2013 Year-End Net Worth. (DONE-Whew!)
2. Spend some time reflecting on where we are now vs. a year ago, and starting pondering what changes if any we'd like to make. (DONE)
3. Sign up for 401K catch up contributions.
4. Get funds in place for Jan 15 estimated taxes. (DONE - Paid) Make plan to have funds in place for Jan 31 property taxes. (DONE)
5. Order cc cash back rewards. (DONE)
6. Pay 2 cc bills. (DONE)
7. Activate reward banking debit card and use it 5 times to earn reward (using 5 times may take a couple weeks but I'll at least get a start this week by using a couple times). (DONE and DONE)
8. Update resume & submit to HR.
9. Activate & use tire rebate debit card. (Activation DONE; totally used)
10. Look in to opening another bonus checking account (DH gave me info & wants me to do it ... I need to study) DONE - Opened
11. Decide what to do with funds from CD that matured Dec that are sitting in savings account. (Deciding to wait to do anything will be a legit decision if that is what I decide is best). DONE - Whew!
12. List 20 items for sale (eBay or neighborhood swap). (DONE,plus several relists)

3 Responses to “Happy New Year!”

  1. creditcardfree Says:

    Great things to do in the new year financially! Let us know about that bank offer if you think it might be useful to those of us here. I'm always looking for some snowflakes!

  2. scfr Says:

    I'm off to the post office to ship 4 items that sold over the weekend and this morning ... funny how when you start listing you start selling Smile
    I will use my newly-activated tire rebate debit card to pay the postage.

  3. scfr Says:

    ccf - I did go ahead and open the new checking account. It's a Chase checking account paying a $150 bonus. My husband had a coupon that he gave me ... He probably got it in the mail. I'll need to keep $1,500 in the account to avoid monthly service charges, and need to keep the account open for 6 months or lose the bonus. I've already noted on my calendar to go ahead and close the account July 11 ... added 1 day to the 6 months just to be extra safe (which I know is silly but that's me).

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