Why I’m a list maker

It helps me keep my sanity. I like to track major deadlines and tasks that need to be accomplished. I use a customized classic size Happy Planner. On most Sunday mornings, you’ll find me with my planner, laptop and a mug of tea as I map out the upcoming week. I tend to pay bills, review sale flyers, make out shopping lists, write notes/cards, etc. during this time, as well.

In earlier posts, I mentioned that we’re looking forward to some exciting changes in 2022. Of course, there’s a lengthy list of things to be done in connection with all the anticipated changes!

This week’s must-do:

  1. Get both of us on the same health insurance plan during open enrollment. IN PROGRESS. DONE. He’s been added to my plan and I’ve uploaded the necessary documentation to prove he’s eligible to be covered under my policy. Now, we just wait for the official coverage email.

I’ll rest a lot easier once I have confirmed health insurance coverage for hubby. This is a non-negotiable.

Update: 10/20/21 – Received official notification of his being added for coverage effective 1/1/2022!!!

Other items on the list that need to be done before existing benefits expire:
* Eye exam and glasses for me. (deadline 12/31/21)
* Open new joint checking account. (deadline 3/1/22)
* Update wills and advanced directive for healthcare documents. (deadline 4/1/22)

These are the only hard deadlines I have for now. Other items will be added to the list as we head into Spring 2022.

Why all the planning you ask? Health insurance coverage going with me into retirement has to follow a very specific set of steps. It gets even more complicated if I leave employment prior to being old enough to even receive my pension. If I screw it up, I can’t get it back unless I go back to teaching full-time. Not really willing to do that.