Taking Stock for the New Year

January is a good month to take stock — a personal, financial, and physical inventory — to see where you’re at. Today, the Liv Northgate Blog has some tips on how to take a look at where you’ve been so you can plan on where you want to go during the coming year.



Take some time to write down the highlights of 2017, including your thoughts about your successes and failures. Think about and jot down some of the things you may want to accomplish in 2018. Reflect on how you have made personal improvements and how you can maintain them as you go forward.


Make appointments with the eye doctor, dentist, and your primary care physician for an annual checkup. Knowing your health needs are taken care of will help give you peace of mind as you begin a new year.



Review your annual budget from 2017, and note where you may need to make changes. Decide how much money to save and invest. Review your insurance coverages and determine whether anything needs to be changed or if you want to shop for a different insurance provider.  Gather together the paperwork you will need for taxes. Determine if there are major purchases you will want to make this year, or costs for travel you will need to take into account. Consider setting up a holiday fund to contribute to monthly, so at the end of the year, you can pay cash for gifts.



Take a good look at your apartment. Check your apartment’s first aid kit, add needed supplies, toss and replace expired medications. (And if you don’t have a first aid kit for your apartment, get one.) Be sure to have some bottled water set aside in your pantry, and check to make sure you have flashlights that work too, in case of a power outage. Put new batteries in smoke detectors and clocks. Check the filters for heating and cooling. Check for any leaks in the plumbing. Make note of any needed repairs and submit a maintenance request. It’s a good time to also take a look at your car and provide any needed maintenance, update your emergency car kit (or get one if you don’t have one), and do a detailed cleaning.


We hope that these tips will help you feel safe and secure here in Gilbert, Arizona as we head into a new year. Thanks for reading today’s post, and if you have any tips for taking stock for the new year, please share them in the comments.

Liv Northgate Blog, Gilbert, AZ  Get yourself and your apartment ready for the new year with some tips for personal, financial, and physical preparation.