3 Financial Tasks You Can Tackle In Under 30 Minutes Each

Here are three quick and easy financial tasks that you can do in under 30 minutes each. 

1) Redeem your credit card rewards. Have a cash-back credit card? Log into your account or rewards portal and redeem your rewards. If your rewards program offers automatic redemptions, consider signing up for them so you never have to do this task again.

2) Inventory your wallet. Make a copy or a list of your important cards so that you have record of your account numbers and who to call if your wallet is ever lost or stolen. Remove those cards that you don’t use frequently (e.g., Social Security card) and store them in a secure location.

3) Review your credit reports. Reviewing your credit reports can help you spot mistakes and fraud before they harm your credit. In response to the COVID-19 outbreak, the three major U.S. credit reporting companies are offering free weekly credit reports online through April 2021 at AnnualCreditReport.com.

With offices in Rutland and Williston, Vermont Copper Leaf Financial develops a customized wealth management plan designed to integrate every aspect of your financial life. Our approach is to provide clarity and calm amidst the chaos. Where there is uncertainty we look for facts. We call our approach evidence-based investing. Call us today at 802-536-1792 to schedule a strategy session and begin building your road map to financial success. 

Article published in December 2020 edition of Eye on Money. If you would like to be added to our mail list please email jennifer@dh-cpa.com.