Generally, accountants have a good work-life balance, but they’re notoriously busy during tax season. From January to April, their workload increases significantly, and they must come up with new techniques to manage their time. Sometimes when we’re used to a routine, extra work or activity can throw us off because we don’t know how to adapt. The same can also happen when we go from working full weeks to having free time in retirement. In retirement, a packed social or travel schedule can constitute a busy season.
Although your workload probably won’t ramp up as much as an accountant’s during tax season, everyone has “busy seasons” in life, even in retirement. So here are some strategies accountants use during their busy season that might also help you if your schedule is changing.
You don’t always know when a busy season will come, but if you do, you can plan ahead. You can get tasks like car maintenance and housework done ahead of time and assess your calendar to see what could be removed from your schedule. Some accountants prepare by investing more time in relationships they will have little time for during tax season. Intentionally scheduling more social and family time before a busy season can help make sure your relationships don’t suffer. Planning is important for busy seasons because your retirement should be what you want it to be.
In retirement, no matter what your schedule looks like, prioritize self-care. Sleep is essential if you want to be productive, and exercise helps with focus. Working out before a busy day and taking the time to eat properly can make a busy season more bearable.
And if you ever feel overwhelmed by a busy season, remember that it’s temporary. Figuring out which techniques work best for you can help you adapt to changes in workload. Even if your workload doesn’t ramp up as much as an accountant’s during tax season, these strategies can be useful during any busy season in life.
Tax season is upon us, and we can help you navigate tax planning in retirement. Schedule your no cost financial review today to discuss your current tax situation and get started on a plan to help minimize your taxes throughout retirement.
Solutions First Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Solutions First Financial Group are not affiliated companies. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 851098 – 3/21