Taking time to update your files on a certain day every year will help trigger the memory that it should be done.
Five Cent Nickel a financial blog of merit has a great article on organizing your financial papers Lifehacker
has their own ideas on organizing your various records.
A week after your birthday is also a wise time to update your will, a list of your passwords, and any new account numbers you may have obtained since last year. Did you make a copy of the content of your wallet to leave somewhere safe at home? What about the phone number to call if you misplace your wallet or find it has been stolen? Do you have a date three times a year to trigger getting one of your three credit reports?
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