Make Your List, Check it Twice

Here’s a checklist from Consumer Reports MoneyAdvisor about better ways to organize our financial life in the month of December:

Review your portfolio–You might want to take investment losses to offset capital gains or apply against you income.

Begin Financial Aid Process–Go ahead and gather any documentation you might need for your kids to fill out financial aid applications, like the FAFSA, which should be submitted as soon as possible after January 1.

Seasonal Sales–Now is the time to take advantage of sales on items like bikes, grills and electronics.

Rebates–File rebate applications for holiday gifts you’ve purchased.  Also, make a copy in case something goes wrong or it gets rejected.

Family Finances–Have a discussion with your adult children about your finances and make sure they have necessary information about your medical and legal matters too.

 

Zaneta

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About Save a Dime on 9

Save a Dime with 9 is part of WTVM's continuing effort to reach out to the community. Our ConsumerWatch team is constantly digging for deals and information that can help you and your family stretch your dollar. There are lots of other good savings blogs and websites out there, but Save a Dime saves you time and money because we're a one stop shop. Where else can you get free tax advice, tips on couponing and even the scoop on the latest tech gadgets all in one place? The answer...you're here! So let's start our savings journey together. If you have a blog idea for us, send an email to consumerwatch@wtvm.com. Please include a phone number so that we can reach you, if necessary.
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