Tuesday, February 3, 2009

January Recap/February Goals

January recap
1. Start getting tax stuff together. I have started to receive paperwork, but not everything I need. I did a lot of the legwork on my end in terms of double checking all my expenditures, but I still need to do some categorization and receipt-matching. And I can start entering some things in TurboTax and leave it saved.

2. Figure out 2008 total spending. Done.

3. Make dentist and doctor appointments and file appropriate reimbursement paperwork. Semi-annual dental visit, done. Appointment scheduled for follow up visit. Appointment with new ob/gyn made--I'm going to ask him for a GP recommendation. I filed paperwork and received reimbursement for Lasik surgery and related prescriptions.

4. Develop a new budget once I receive my January paychecks. Done--and I went ahead and reduced my 401k contributions once I realized how tought it's going to be.

5. Evaluate the allocations of my rollover IRA and current 401k to figure out why one is making money while the other is losing. Re-allocate if possible. Not done--I'm rolling this over into February.

February Goals
1. Join Krystal's February Food Challenge. I got Peanut on board and we're aiming to spend less than $400 in this short month. Over the last six months we've spent $649.05 (Jan), $517.72 (Dec), $607.12 (Nov), $485.56 (Oct), $463.24 (Sept), and $785.31 (Aug), so as you can see, this is a pretty lofty goal for us, and almost definitely means no eating out. We have three lunch mystery shops scheduled, so hopefully those will scratch that itch (that money does not count towards the food challenge, because it's entirely reimbursed).

2. Evaluate the allocations of my rollover IRA and current 401k to figure out why one is making money while the other is losing. Re-allocate if possible. This is really only a weekend project, so I just need to sit down and do it instead of playing video games.

3. Investigate more survey or pay-for-action sites as well as some passive streams of income. Some sites I plan to check out are mentioned here, here, and here.

4. Figure out what the heck MoneyMateKate is doing at CVS and how I can get in on the game!

5. File taxes and FAFSA paperwork. I like to get my taxes done by Valentine's Day, and in fact the priority deadline for financial aid is 2/13--but my 1099s don't have to be mailed out until 2/17. If I can get all this done by the end of the month, that'll be good enough, I think.

2 comments:

  1. I'm participating in the Feb Food Challenge as well. Good luck this month! :)

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  2. We have the same food challenge goal, $400 for two people. But we happened to grocery shop on Jan 31 and bought like a month's worth of food so if we don't make that goal we suck. I haven't figured out the CVS game, I offered my extra coupons to MMK instead so she can put them to good use!

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