What Could be Cozier than a Clipboard and a Checklist? Hi Friendos, Here in the Northeast, I think we’ve entered cozy season. To me, there’s nothing cozier than a clipboard, a checklist, and the warm security of finishing items on the list. I am all about organizing one’s personal finances to be boring, because to […]
Tag: annual checklist
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The Boring Newsletter, 1/5/2025
Hi Friendos, Happy New Year! As usual at the beginning of the year, I am tackling an update to my Family Finances Binder, which includes running through a financial checklist (rebalance my investment portfolio? done!) as well as an annual checklist with some non-financial items. It will surprise exactly zero of you to hear that […]
