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, when a packed social or travel schedule can constitute a busy season.
Although your work load 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, and for financing your retirement goals.
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 work load 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 new and existing laws.
Investment advice is offered through Lake Point Advisory Group Services, LLC. Insurance and fixed annuity products are offered through our affiliates, Asset Protect One, Inc. and/or Lake Point Advisory Group Services, Inc. No persons associated with APO or its affiliates is a licensed attorney or tax professional and nothing on this Page should be considered tax or legal advice.
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