Begin in 2010..Putting the pieces together
Wednesday, January 27th, 2010Many issues continue into a new year but as it begins, it is a time to assess your overall health-physical, emotional, spiritual and financial. To assist with this, we created a financial planning tips sheet . This first set of discussion sheets in the series addresses basic management skills:
- Sorting and organizing your mail
- Setting up an electronic filing system
- Accessing computer program tutorials
- Employing an erasable china marker for easy labeling of items
- Filing for Homestead Exemption to reduce property tax liability
- Filing your taxes-getting assistance from a United Way Agency or through www.irs.gov
- 2010 Medicare Advantage open enrollment period and criteria
- Self-advocacy tools available on our website
Some simple organization steps can result in supportive measures that reduce stress and provide clear communications about the processes you are engaged in.