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financial to-do list

March 3rd, 2013 at 03:39 am

Ugh – I’m so out of touch with my finances. I need to get a grip! I’ll start with making a financial to-do list. Maybe that will provide inspiration. If only I could channel ceejay or lucky robin or one of the other super focused SA bloggers, I’d be all set!

*figure out and submit receipts for my 2012 medical reimbursement account. I have $1300 in the account and the deadline for submission is March 15. After that, I lose the money. I started this project long ago and now I can’t even find the receipts/statements that I gathered.

*do my taxes! Haven’t even started. Shouldn’t be too difficult, but I’m just not getting around to it.

*update financial standing – what I have, what I owe, etc. I’m in o.k. shape, I’m just tending my money well and, therefore, not allocating well.

*figure out if I will put any money in my IRA for 2012. I struggle with this every year. I funnel the yearly max in my retirement account through work (I think it was $16K this year?) and my company puts in 15% of my salary in the account on top of that (quite generous!), so about $25K has already been added for 2012. Do I set aside another $5K in my IRA (traditional)? Or, do I use the money for house repairs or something that I really need now. I think last year I comprised and put in $2 or 3K.

*find and deposit refund check for some unused guitar lessons that I paid for in advance last year. So psyched that the teacher sent me a check in December, but now I don’t know where it is!

*figure out if I can return about $300 worth of clothes that I bought in December to a Ralph Lauren outlet. Would be awesome since I’ve never worn them and probably won’t. Can you say impulse purchase? Smile

*return unworn running shoes to Zappos. DONE. Thankfully I just remembered these the other day. Zappos has a 365-day return policy and I forgot that I had purchased these shoes a year ago – on March 1. I shipped them back on Feb 28, so I’m not sure yet whether I will get a refund or site credit. I really hope I get the refund of $80. I’ll never spend the credit!

Ok, that’s a good start. I’ll stop here. Hope everyone is having a good evening!

1 Responses to “financial to-do list”

  1. LuckyRobin Says:
    1362309343

    I had to laugh at your opening paragraph. This week has been my most scatterbrained unfocused week in a long time. But it made me smile to see that you think I am. Well, usually I am so I think that, too, just not this week. Rolleyes

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