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Strong Finish to 2017

By Brandon Schleter

It's hard to believe that we're into the 10th month of the year! I know many of you set goals at the first of year, whether you called them New Year's Resolutions or you simply took time to reset your to-do list. October is always the time when I like to look back and check in with how I'm doing, and I encourage you to do the same.

So, what are some of the tasks and goals you set out to accomplish this year that you haven't quite gotten to yet? I recommend identifying a couple things you can check off quickly to help reestablish any lost momentum, and get you excited about finishing the year strong. If you have a Planning Checklist from our team, get it out, dust it off and pick a task to complete.

October is often a month where many people find they can sock away a little extra cash (provided you don't blow it all at Keeneland!). The back-to-school shopping is done and the holiday madness hasn't started yet, so be smart with your money this month. It's actually a good idea to make a Christmas shopping list now, before all those Black Friday ads start and your emotions take over your better spending judgement. Decide whom you'll buy for and what your budget is so you'll be less likely to overspend later. If you are carrying a little balance on a credit card from that summer vacation or unexpected back to school expenses, now is the time to knock those out as well.

This is also the time of year when I like to get organized - especially since I recently purchased a new home! Whatever system works best for you - scanning documents into a hard drive or into your eMoney vault, keeping a file cabinet, etc. - take an afternoon to make sure everything is where it's supposed to be. We all fall behind on some of these types of tasks during the summer when we're traveling or spending weekends at the lake. A few minutes now will keep your organizational system from completely falling apart.

Wondering what to organize? Well, everything! Doctor receipts and bills, account statements, deeds, rental or mortgage paperwork, and even important photos can all be scanned and stored safely. If you're not sure where to start, give us a call. We love helping people organize their financial lives.

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