January
In January, we’re working on you, your family, friends and pets.
The goal is to collect your personal details, as well as a contact list of friends and family that someone could utilize in case of emergency.
Download the January Checklist
https://everydaymoneymanagement.com/s/WLL-January-Checklist.pdf
February
In February, we’re focused on your passwords and document storage.
The goal is to collect all the information to access your online accounts in a single place, as well as note the location of key documents.
Download the February Checklist
https://everydaymoneymanagement.com/s/WLL-February-Checklist.pdf
March
In March, we’re working on income taxes.
The goal is to collect information about your different sources of income, while gathering together the information you’ll need to file your taxes.
https://everydaymoneymanagement.com/s/WLL-March-Checklist.pdf
April
In April, we’re working on putting together a list of various service providers that support you on legal and financial matters.
Our goal is to document who to contact in different circumstances, and ensure that contact information is readily available
https://everydaymoneymanagement.com/s/WLL-April-Checklist.pdf
May
In May, we’re working on putting together a list of information about your medical care and insurance policies.
Our goal is to have all the information about your doctors, prescriptions, and devices in a single place.
https://everydaymoneymanagement.com/s/WLL-May-Checklist.pdf
June
In June, we’re working on putting together a list of your regular bills and your approach to budgeting.
Our goal is to document how your bills get paid, and give you an opportunity to review if you still want, or need, all the services you pay for.
https://everydaymoneymanagement.com/s/WLL-June-Checklist.pdf
July
Sometimes it feels like it takes a small army to keep up with your household – with everything from cleaning services and your handy man to your gardeners and security services. Our July task is focused on gathering all these service providers together in a single list.
https://everydaymoneymanagement.com/s/WLL-July-Checklist.pdf
August
Preparing for your end of days is not the most happy of subjects, but it is an important one. Ensuring you’ve made your final wishes clear will make things easier for your loved ones, which is why our August task is focused on your final will and testament.
https://everydaymoneymanagement.com/s/WLL-August-Checklist.pdf
September
This month we’ll be focusing on identifying all your physical assets of value - everything from vehicles, real estate, and even art. Having a list of your assets can be useful in keeping up with some of our other monthly tasks. It will also save you many headaches during emergencies where you’ll need to make insurance claim, such as natural disasters or theft.
Download the September Checklist
https://everydaymoneymanagement.com/s/WLL-SeptemberChecklist.pdf
October
This month we’ll be focusing on making a list of all your charitable contributions - both monetary and in-kind donations. Having this list will not only be useful when tax time comes around, but it will also help you remember where unwanted items should go whenever you do any cleaning or decluttering around your home.
Download the October Checklist
https://everydaymoneymanagement.com/s/WLL-October-Checklist.pdf
November
This month you’ll collect information on your financial assets, liabilities and beneficiaries. This will help you track all your various bank accounts, investments and annuities, as well as your credit cards and loans.
Download the November Checklist
https://everydaymoneymanagement.com/s/WLL-November-Checklist.pdf
December
This month’s effort should be a relatively simple one as your main task is to run your credit report, which can be done online for free.
Download the December Checklist
https://everydaymoneymanagement.com/s/WLL-December-Checklist.pdf