Some people are natural neat freaks, others not so much. I’m in the latter category, but on the Felix Unger to Oscar Madison spectrum, I’d say I’m kind of a lazy Felix who lets things slide and then straightens them out (my Container Store-loving wife may disagree).
That preamble is just to let you know that this call to get your financial/investment records in order is not coming from a drill sergeant but rather from a flesh-and-blood human, who is trying to help you overcome any natural inclination to procrastinate so that you and your family can ultimately save time and money – and prevent huge mistakes.
As 2016 winds down, this is a good time to tackle these simple administrative tasks because you will be able to start 2017 in a better position and perhaps cut your 2016 tax bill, or at least make filling out the forms easier. So let’s go through the short list.