Racine Journal Times

December 2008

 

 

Ah, the sweet refrains of music fill the air at this special time of year. This year, however, one other sound might be eerily absent…the sound of loose change hitting in the Salvation Army buckets, or the swishing of dollar bills being exchanged at the merchant counters or even the swiping noise as the debit card slides through the reader. Without a doubt local retailers are preparing for record low sales as consumers hunker down for a long winter’s spending hiatus.

 

It isn’t all doom and gloom, however. There are plenty of ideas for making the holidays merry without breaking the bank. In fact, our society can go for a little less over-spending right about now. This is a season about giving, but giving and receiving comes in many forms—not all of them causing immediate and irrevocable sticker shock. A little conscious spending could go a long way in this environment.

So what exactly is conscious spending? How can you ensure you are being fully conscious in what you are spending your money on and how much money you are spending?

It starts with being fully present and aware. You may want to consider having a holiday spending budget and then being disciplined in sticking to it. Some forethought about the gifts you want to buy and some comparison shopping might help ensure that you’re getting the best deal on the item. On-line shopping makes comparing prices easier to do and it also saves you a lot in terms of time, frustration and gasoline. Consider creating a gift chart that includes columns for the name of the recipient, the intended gift, the budget, the actual gift cost and a running tabulation of your total spend. This not only increases your self-awareness about your spending habits, it helps you be completely present in what you’re selecting for whom, virtually eliminating the often more costly spontaneous buy.

Conscious spending is like taking time to look at your food before you eat it. It’s like smelling a flower before picking it so you can appreciate its natural beauty before you remove it from its element. Applying this analogy to holiday spending, you may see something that is indeed a lovely gift for someone but it exceeds your intended budget. You can appreciate the beauty of that item without putting it in your cart, deferring rather to the gift that falls within the budget of your original intent.

Buying your gifts with cash rather than using a credit card is another well tested strategy to reduce your costs. It’s estimated that people spend 15 to 20 percent more when using credit cards. In today’s economic climate, that over-consumption can add up quickly and compound your post-holiday debt and corresponding financial stress. Be safe with your cash, as sadly there is an increased incidence in thefts and purse snatching around the holidays and even higher during economic declines.

There seems to be an awful lot of guilt that accompanies the holidays as well. People feel guilty if they don’t or can’t buy gifts for everyone on their list or if they have to spend less than they have previously. To you I say release your guilt. You will feel a lot worse later when the deferred bills start arriving.

Also, be careful buying gift cards this year. Retailers are not obligated to honor gift cards if they subsequently close. You and the recipient of your gift cards could be out the whole amount if a store goes under and we’re seeing more and more of that every day.

Right now, two helpful and low cost gifts I would strongly recommend include The Financial Wisdom of Ebenezer Scrooge by Ted Klontz, Rick Kahler and Brad Klontz and the Ultimate Gift by James Stovell. For less than $20, these books help us recall important lessons about financial sustainability without being preachy or shameful. They make wonderful gifts with true staying power.

Being more conscious of your holiday spending will help keep you in the holiday spirit long after the days of celebration are over.

Appreciatively,

Michael Haubrich, CFP