Paperwork is the bane of most of our lives, but for now it is a necessary evil. Today’s checklist will help you work through your mountain of paper to make managing your finances infinitely easier.
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It IS possible for anyone to achieve their goals, whether financial or otherwise, by following some pretty basic rules.
Hopefully what you’ll find here are simple tips and tricks to help you in your financial planning. If I can help in any way, email me here, or contact me via the SocMed links below.
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Thank you for this Pete. Supplies ordered and pencilled in for sorting it out next week. Quick question though – my husband is an ‘envelope’ person. He has boxes of them – we’ve been married 20 years this year so you can guess how bad it is. Should I just crack on and sort out the house stuff, my stuff, kids stuff and leave his in the hope he’ll see it all organised and will buy into it or do I need to try to get him on board first as I know they’ll be quite a bit of his paperwork regarding pensions, work stuff etc that will affect us all in relation to disaster planning? I’m lucky enough to not work so he’s the sole breadwinner but we have joint accounts for income and expenses. He’s the kind of person that glazes over when I mention finances or show him a budgeting spreadsheet. Any advice is greatly appreciated!
Hi Sabs,
You need to try to get him onboard. There is bound to be information in this stuff that you need as a household. Start with sorting your stuff, kids stuff, and maybe he will see that having things sorted makes it easier to find things when needed. If you can get him to listen to a podcast, perhaps our Simplify Your Annual Review podcast would be a good one. You may be able to get him to agree that you sort his stuff out with him, so he gets involved but you get through the bulk of the work.
Good luck.
Nick – Pete’s assistant.
I have multiple pensions so l would like good advice how to consolidate into the best one and also pick best funds for me
Stephen, there is a podcast episode about consolidating pensions: https://meaningfulmoney.tv/2021/03/16/uk-pensions-checklist/
There is a video about how to choose fund within a pension:
https://meaningfulmoney.tv/2023/02/12/how-to-choose-funds-in-a-company-pension/