Financial Fitness Tip: Time for a spring financial checkup

Solid Ground’s Financial Fitness Boot Camp and ConnectUp are working together to send out  financial fitness tips like these a few times a month through the ConnectUp Resource Wire and will re-post them here on the Solid Ground blog.

Financial Fitness Boot Camp's Coach JudySpring is almost here, and it’s a good time to get a checkup regarding your financial fitness. Ask yourself a few questions:

  • Are you experiencing anxiety around your bills and payments from the holidays?
  • Are you preparing your taxes or at least thinking about it? (April 15th is just around the corner!)
  • Are you tracking your spending using a budget or spending plan?
  • How much are you saving each month for emergencies?

Well, the above sounds like a lot to do and can be stressful. Using these questions, make a list, or what is referred to as a “Financial Fitness Action Plan.” Prioritize what is most important to you and write a statement explaining why it is important to you. Next, decide what your action steps will be to meet each objective. Who will you contact for information or clarification? Make sure you have a pen and paper handy when calling so you can write down who you spoke to and what you spoke about.

It’s close to tax time. Don’t fret; there are many sites that can prepare your taxes for free. Get all of your documents together so that your time and the preparer’s time will be well spent. To find a free tax preparation site near you, call 2.1.1 and tell the operator that you want information about free tax preparation services. Or text the word TAX and your 5-digit zip code to 313131 or email EITC@uwkc.org or visit United Way’s Tax Help website.

You might say that you don’t have enough money to save. Well, start with $5. The point is, “just do it!”

We would like to invite you all to call the Financial Fitness Boot Camp at either 206.694.6739 or 206.694.6776 and make an appointment to come and see one of Solid Ground’s financial counselors. They can pull your credit report for free, teach you how to develop a budget/spending plan, and teach you how to read your credit report and what to do if you need to dispute an item. They would be happy to assist you with whatever you want to focus on to help you reach your financial fitness goals! Don’t delay, call today!

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