Top 5 Fall Financial Tips - Trademark FCU
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Top 5 Fall Financial Tips

Everyone knows that the beginning of the year is the best time to budget. We’re done with our holiday spending and we’re ready to dig in our heels and get our finances back in order. But what are some things we should be thinking about BEFORE the holidays hit and before old man winter comes a’ callin?

We put together a list of our top 5 fall financial tips, that should have you feeling even more prepared for 2022!

See our top 5 tips below:

Cook Big Meals and Freeze the Leftovers – stock that freezer with stews, pies, chilis and sauces! This is especially helpful for those winter nights when you don’t feel like cooking.

Do Home Maintenance Now – preventive maintenance now, like furnace tune-ups, checking the seals on windows and gutter cleaning after the leaves fall, can prevent costly repairs and high heating bills during the winter.

Do a Mock Tax Return – this can help you get a better idea of what’s to come during tax season and help you be prepared! There are online calculators that can help you with the process. Try H&R Block or Turbo Tax to help you get started.

Check Your Credit Report – we recommend going to  each year, to make sure the accounts shown belong to you and are being reported correctly.

Budget Your Holiday Spending Now – planning your budget for holiday spending ahead of time will help save time and money in the long run!

Don’t forget, we are always here to help you with any budgeting or financial questions or concerns. Please feel free to contact us anytime.

Happy planning!