Comments on: 10 Important Tasks for Your Mid Year Checkup http://www.mydollarplan.com/mid-year-checkup/ because money doesn't grow on trees Tue, 07 Feb 2012 15:59:33 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Madison http://www.mydollarplan.com/mid-year-checkup/#comment-4634 Madison Tue, 02 Sep 2008 15:12:17 +0000 http://www.mydollarplan.com/?p=464#comment-4634 @ Danielle: Great additions to the list! I love the jump bag idea. @ Danielle: Great additions to the list! I love the jump bag idea.

]]> By: Jeff@MySuper-Charged Life http://www.mydollarplan.com/mid-year-checkup/#comment-4208 Jeff@MySuper-Charged Life Mon, 04 Aug 2008 17:41:29 +0000 http://www.mydollarplan.com/?p=464#comment-4208 These are all fantastic reminders. It is so easy to let these things slide. I suppose these things are the difference between those that win with money and those that don't! Thanks for the link! These are all fantastic reminders. It is so easy to let these things slide. I suppose these things are the difference between those that win with money and those that don’t!

Thanks for the link!

]]> By: Danielle http://www.mydollarplan.com/mid-year-checkup/#comment-4004 Danielle Mon, 21 Jul 2008 20:26:34 +0000 http://www.mydollarplan.com/?p=464#comment-4004 I have my own 2 cents to add... mainly because I just made a mid year to do list myself! Document In Case of Emergency Information. Does your spouse know how to access your accounts if you are incapacitated? Make a hard copy for your home, and one for your safe deposit box. As part of this you could simplify your passwords on various websites. If you are paranoid like me this means changing them and setting separate ones for for bank accounts, email accounts, bills and yet another for retirement accounts or other employee benefit sites. Cash on Hand and Jump Bag. Are you prepared for a region wide disaster? As thunderstorms and tornadoes often roll through my neck of the woods, this got pushed to the top of the list recently. The bag contains anything you think you might need if you had to get out of your house in 5 min or less. Flashlight, food, water, change of underwear are some of the basics. A flash drive with a password protected spreadsheet listing both spouse's accounts and how to access them is going to be in mine! Evaluate your current retirement savings. Can you increase it at this time by even a small amount? I have my own 2 cents to add… mainly because I just made a mid year to do list myself!

Document In Case of Emergency Information. Does your spouse know how to access your accounts if you are incapacitated? Make a hard copy for your home, and one for your safe deposit box. As part of this you could simplify your passwords on various websites. If you are paranoid like me this means changing them and setting separate ones for for bank accounts, email accounts, bills and yet another for retirement accounts or other employee benefit sites.

Cash on Hand and Jump Bag. Are you prepared for a region wide disaster? As thunderstorms and tornadoes often roll through my neck of the woods, this got pushed to the top of the list recently. The bag contains anything you think you might need if you had to get out of your house in 5 min or less. Flashlight, food, water, change of underwear are some of the basics. A flash drive with a password protected spreadsheet listing both spouse’s accounts and how to access them is going to be in mine!

Evaluate your current retirement savings. Can you increase it at this time by even a small amount?

]]> By: » Weekend Roundup - Back to School Shopping Edition @ fivecentnickel.com http://www.mydollarplan.com/mid-year-checkup/#comment-3993 » Weekend Roundup - Back to School Shopping Edition @ fivecentnickel.com Mon, 21 Jul 2008 02:49:12 +0000 http://www.mydollarplan.com/?p=464#comment-3993 [...] Madison put together a list of tasks for your mid-year financial checkup. [...]

[...] Madison put together a list of tasks for your mid-year financial checkup. [...]

]]> By: Weekend Reading: July 13, 2008 | Moolanomy http://www.mydollarplan.com/mid-year-checkup/#comment-3924 Weekend Reading: July 13, 2008 | Moolanomy Sun, 13 Jul 2008 16:07:38 +0000 http://www.mydollarplan.com/?p=464#comment-3924 [...] 10 Important Tasks for Your Mid Year Checkup at My Dollar Plan — A good list of things you can do today to get your finances in shape. [...]

[...] 10 Important Tasks for Your Mid Year Checkup at My Dollar Plan — A good list of things you can do today to get your finances in shape. [...]

]]> By: frugal dad, unclutterer, martha stewart, being frugal, digital photography school | simple mom http://www.mydollarplan.com/mid-year-checkup/#comment-3913 frugal dad, unclutterer, martha stewart, being frugal, digital photography school | simple mom Fri, 11 Jul 2008 19:53:46 +0000 http://www.mydollarplan.com/?p=464#comment-3913 [...] 10 Important Tasks for Your Mid-Year Checkup :: My Dollar Plan [...]

[...] 10 Important Tasks for Your Mid-Year Checkup :: My Dollar Plan [...]

]]> By: Weekly Roundup - Frugal News Edition | Frugal Dad http://www.mydollarplan.com/mid-year-checkup/#comment-3909 Weekly Roundup - Frugal News Edition | Frugal Dad Fri, 11 Jul 2008 11:02:38 +0000 http://www.mydollarplan.com/?p=464#comment-3909 [...] 10 Important Tasks for Your Mid-Year Checkup.  It’s a great time to perform a mid-year checkup, and this is an excellent list of items to evaluate! @my dollar plan [...]

[...] 10 Important Tasks for Your Mid-Year Checkup.  It’s a great time to perform a mid-year checkup, and this is an excellent list of items to evaluate! @my dollar plan [...]

]]> By: Weekend Reading - July 11, 2008 | Million Dollar Journey http://www.mydollarplan.com/mid-year-checkup/#comment-3908 Weekend Reading - July 11, 2008 | Million Dollar Journey Fri, 11 Jul 2008 09:31:48 +0000 http://www.mydollarplan.com/?p=464#comment-3908 [...] My Dollar Plan lists 10 Important Tasks for Your Mid Year Checkup. [...]

[...] My Dollar Plan lists 10 Important Tasks for Your Mid Year Checkup. [...]

]]> By: Madison http://www.mydollarplan.com/mid-year-checkup/#comment-3875 Madison Tue, 08 Jul 2008 16:21:40 +0000 http://www.mydollarplan.com/?p=464#comment-3875 @ Frugal Dad: Yikes! Glad you backed up that data. I'm much more comfortable now that we have automatic weekly backups offsite. @ Mark: Great additions to the list! @ Frugal Dad: Yikes! Glad you backed up that data. I’m much more comfortable now that we have automatic weekly backups offsite.

@ Mark: Great additions to the list!

]]> By: Mark Nelson http://www.mydollarplan.com/mid-year-checkup/#comment-3872 Mark Nelson Tue, 08 Jul 2008 13:48:22 +0000 http://www.mydollarplan.com/?p=464#comment-3872 Great tips. I have two others. Update your budget and monitor it monthly. Update your personal financial statement (net worth) and monitor it at least once a year but better yet would be twice a year or quarterly. Great tips. I have two others. Update your budget and monitor it monthly. Update your personal financial statement (net worth) and monitor it at least once a year but better yet would be twice a year or quarterly.

]]> By: Alisa http://www.mydollarplan.com/mid-year-checkup/#comment-3867 Alisa Tue, 08 Jul 2008 00:48:34 +0000 http://www.mydollarplan.com/?p=464#comment-3867 Great tips. Thank you. Great tips.

Thank you.

]]> By: Writer's Coin http://www.mydollarplan.com/mid-year-checkup/#comment-3866 Writer's Coin Mon, 07 Jul 2008 22:37:46 +0000 http://www.mydollarplan.com/?p=464#comment-3866 The long-term goals, that's a good one. Those always get lost in the trees with me The long-term goals, that’s a good one. Those always get lost in the trees with me

]]> By: Lost Cause http://www.mydollarplan.com/mid-year-checkup/#comment-3860 Lost Cause Mon, 07 Jul 2008 19:06:20 +0000 http://www.mydollarplan.com/?p=464#comment-3860 <I>2008 reduced capital gains tax. If you are planning on taking advantage of the 0% capital gains taxes in 2008, have you sold your stock yet? </I> Sell!!!! 2008 reduced capital gains tax. If you are planning on taking advantage of the 0% capital gains taxes in 2008, have you sold your stock yet?

Sell!!!!

]]> By: Frugal Dad http://www.mydollarplan.com/mid-year-checkup/#comment-3859 Frugal Dad Mon, 07 Jul 2008 16:55:34 +0000 http://www.mydollarplan.com/?p=464#comment-3859 Great post - and thanks for the link! Speadking of backing up data...My home PC went down just last week, and thankfully I had backed up most of my data. A quick format and OS reload and I'm back in business. Great post – and thanks for the link! Speadking of backing up data…My home PC went down just last week, and thankfully I had backed up most of my data. A quick format and OS reload and I’m back in business.

]]> By: Marc and Angel Hack Life http://www.mydollarplan.com/mid-year-checkup/#comment-3857 Marc and Angel Hack Life Mon, 07 Jul 2008 14:04:52 +0000 http://www.mydollarplan.com/?p=464#comment-3857 <blockquote>"Backup your files!"</blockquote> Thanks for the reminder... and the link. ;-)

“Backup your files!”

Thanks for the reminder… and the link. ;-)

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