Matt’s Monthly Money Must Do’s | February 2018

Home/Personal Planning/Matt’s Monthly Money Must Do’s | February 2018

Matt’s Monthly Money Must Do’s | February 2018

February…Love is in the air, everywhere I look around…

February is probably the least appropriate month for Valentine’s day.  It is cold, dark, and gray.  What is romantic about that?  “Honey, let’s bundle up, brave the wet cold, and find a busy restaurant where people are talking loudly.  However, February is also known as the “creative romance” month.  Here are some practical ways to enjoy this romantic month with your honey.

Money Date

Instead of wasting your valuable time going on a forced romantic date, why not have a more productive money date.  What exactly is a money date?  This is a chance for your honey and money relationship to reconnect.  They may involve credit card statements, investment statements, or just a general idea of what you are hoping to accomplish over the next year.  Avoid the Valentine’s Day crowds and go on the first or last weekend of the month to a quiet restaurant.  Heck, you could even accomplish this at home over a nice bottle of wine.  These don’t need to be a burden or difficult and there is no set formula for how it should work, but take the time and reconnect.


Instead of buying your honey flowers, get creative and create a money flower with the dollar bills you have.  I specifically make a point of scrounging up a dollar every day for 12 days so I can make a whole bouquet.  Learn more here:

Gather your tax information

Most providers have already issued the tax documentation required to prepare your tax returns.  I know this is really romantic!  At Mackey Advisors, we offer a tax organizer that allows you to organize your income statements, adjustments, deductions, payments, etc.  This will help your tax preparer efficiently complete your tax returns in a timely manner.

Let’s make February practical and romantic again!  Nothing is more attractive than a money date with your honey where you provide him or her a money flower.  As a Mackey Advisors client, you are always welcome to have a Valentine’s day treat of some chocolate at Lisa’s desk.

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