File 2008 Taxes

Finally! What a relief! I have to admit that the task was daunting. As a matter of fact, I felt it hanging over my head like a big, black, scary cloud since January 1st.

I'm not really sure why I felt so weighed down by the thought of getting everything ready. I suppose because I started a new business. Perhaps it's because I'm changing accountants. Maybe it's because I got married. Or it could be because I had some changes in my stock portfolio. Yeah, I think all of those things could be it.

I think next year will be a lot easier. Obviously, I won't have all of the issues I had in 2008. Plus, I learned so much from the mistakes I made this year, and I also know what worked really well for me. And, probably most importantly, I bought Quick Books, and am getting organized on that. So next year when it comes time to ship everything off to our accountant, I just have to send the file.

Finished Goals: 27/101
Days Left: 919

Update Name & Beneficiary Info on Investments/Life Insurance

Today I finished my first goal! It's actually really good to get this one out of the way right at the beginning of the year.

Unfortunately, this task has now brought with it some baggage. My advisor informed me that it is time to write a will and assign my power of attorney and health care directive. So I guess I have that to do now. Just another item for my ever growing To-Do list that I need to finish at some point (#50). Or rather, I suppose I could take #12. Write 101 Things list off and put those things on instead. I guess I'll do that. Technically I finished writing my list before my start date anyway, so it shouldn't count.

It's acceptable to modify the list after starting, isn't it?