Make it a Happy Holiday Budget

  • December 6, 2021
  • By: GreenPath Financial Wellness

Conversations continue about rising prices and potential product shortages during the holidays, which might put a dent in your holiday budget.

Does more money increase the merriment?

Affirm research shows that 48% of 2,000 surveyed consumers intend to spend more money on the 2021 holidays due to COVID-19’s impact on 2020 celebrations. Seven in 10 respondents said they typically go over budget during the holidays.

Data shows that U.S. consumers are now facing the “Everything Shortage,” which leads to higher prices for food, fuel, furniture, cars and holiday gifts. Pair this with many consumers’ psychological need to ‘make the holiday special,’ buyers could be facing a financial minefield.

It’s tempting to get wrapped up in the commercialism of the season, but overspending can place a financial strain on individuals and families well into the new year, and beyond

People are successful when they set a realistic budget for spending. Focusing on non-traditional gifts, the joy of experiences and the resulting memories, can be just as rewarding without damaging your finances, especially as prices on essentials are rising.”

To make it a happy holiday budget, consider rethinking your holiday plan, setting a budget and sticking with it.

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Are you already stressed about the upcoming holiday season? View our webinar to learn how to maximize your dollars and create a memorable gift-giving season. Or reach out to our counselors for a free financial session on how to budget for the holiday season.

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Shared here are concrete steps to avoid excess holiday debt and celebrate the season in a budget-conscious way:

1. Create a Holiday Budget

Write down a holiday budget that includes all planned spending – food, décor, travel, gifts, etc. This can help you see how much income you’ll need, set spend limits, and relieve uncertainty and financial stress. Had to use your Christmas Club savings earlier in the year for an unexpected expense? Take advantage of seasonal work opportunities to help finance holiday spending.

2. Simplify the Season

This year, consider simplifying celebrations and find alternative ways to revel in the season. Resist the urge to splurge on decorating and large parties and choose to gather with family and friends without breaking your budget. As gas and grocery prices are expected to increase, rethink the elaborate (and costly) holiday dinner and invite your loved ones to ‘meet in the middle’ for a more informal get-together. In lieu of hard-to-get items, gift an experience, a family portrait or an online class. Open a 529 savings plan for the kids – the gift that gives long-term.

3. Volunteer in Someone’s Name

Celebrate those you love by giving back. Volunteer at a friend or loved one’s favorite charity or provide a contribution on their behalf. Gift some elbow grease at a local Meals-on-Wheels, community center, humane society, or nonprofit organization that could use your help.

4. Set Expectations

Thanksgiving gatherings could be the time to communicate this year’s holiday plan. Such conversations can relieve stress for all involved and avoid undue disappointment. A recent survey shows that small children thrive in environments with fewer toys. Research shows that clutter can impact mental well-being in adults, particularly women, and possibly spark increased levels of cortisol, a stress hormone.

5. Shop Smart

There is still time this season to monitor sales for the best deals. Should you use credit this holiday season, look for zero or low-interest payment options. If shopping online, in-store pickup may cut down on shipping costs. Look out for holiday shopping scams and leverage fraud protection via PayPal and credit cards. Use browser extensions (i.e., Honey, Rakuten or Capital One Shopping) for additional savings. By “abandoning” your online shopping cart for 24-72 hours, the retailer may grant you a discount or perk.

In all, it is possible to make it a happy holiday budget. While gift giving is a long-standing holiday tradition, spending time with family and friends after months of pandemic isolation may be the most meaningful gift of all.

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GreenPath Financial Wellness is a trusted national nonprofit with more than 60-years. Start a conversation with an expert.

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Greenpath Financial Wellness

GreenPath Financial Wellness is a trusted national nonprofit with more than 60-years of helping people build financial health and resiliency. Our NFCC-certified counselors give you options to manage credit card debt, student loans and homeownership.

Make it a Happy Holiday Budget
P.T. Phan

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GreenPath is a non-profit credit counseling organization. GreenPath’s goal is to offer guidance and support to individuals seeking to manage and overcome financial challenges through education, financial counseling and debt management programs. The information provided is for educational purposes only. Consulting with a licensed financial advisor and tax advisor is recommended before making any major financial decisions. GreenPath is not a debt settlement company, credit repair company, credit repair service, nor does GreenPath provide debt consolidation loans. By using this website, you acknowledge and agree that GreenPath is not responsible for any financial decisions you make based on the information provided on this site.