Whether It's a Tax Refund, Graduation Gift, Or Birthday Gift, Here's What to Do With a Windfall

iv id="body">small fund available for sudden, unexpected needs. If
What good fortune, to suddenly be handed a decentyou're an adult with a family, you need to have the
sum of money! Of course it doesn't take long to "getability to pay all your expenses for six months if you
giddy" thinking of what you can do with what seemswere injured and couldn't work. That's the consensus
to be free money. But is it really free money?of most financial advisors.
Often, when someone gives you a "gift" of money,After you have an Emergency Fund that can handle
they ask you to spend it on something they want youat least one month of your living expenses, you should
to do with that money. Remember when yourlook at any credit card debt you have. If there is more
grandmother suggested you go to the local ice creamthan one card involved, pay down the debt on the
shop and buy something special? She didn't want youcard with the highest interest rate first.
to put the money in your piggy bank. When a gift hasIf you pay off your credit cards every month, and still
conditions or strings attached, you should act like thehave some of this new-found money available, it's time
money really belongs to the person who gave it toto look at things you should be saving for. If you're a
you. They know what they wanted you to do with it.student, you should try to pay for your education as
And when you spend it like they ask you to, you'reyou go along. Any spare money you can use to pay
helping them feel good about giving you the money.for your education will help hold down the burden of
But there are times when you suddenly come intoschool loans later in life.
unexpected money and there are no strings attached.If you are a parent, you need to think about your own
This would be the case if you bought a winning lotteryretirement and make sure you have a plan to save
ticket. That money is yours to spend as you want.money and invest it wisely in tax-qualified savings
You might want to take a small amount of the moneyprograms like a company matched 401-k, or Roth IRA.
to celebrate, but the bulk of the money should pursueOnce you have your retirement savings plan on track,
your life goals - the same way you used moneyyou can start saving for your children's education.
before your good fortune.If all those goals are under control, you could use the
When you get a tax refund, you might want to avoidwindfall to help build savings for your next car,
the celebration. Every penny of that refund is moneyvacation, or a piece of furniture.
you worked hard to get. You loaned it to theIf you use your "free money" to pay off credit card
government "interest free" (good for the government).debt, or to invest, it will be worth more than it was
Now it's back where it belongs, in your bank account,when you first got it. Let's say you get $2,000 back as
ready to go to work for you.a tax refund. If you used that money to pay down
There are some simple guidelines for what to do withcredit card debt that was costing you 21%, in two
your money. The guidelines are the same no matteryears it would be worth $2,466.51. That's because you
where the money comes from. It can be salary fromavoid paying $466.51 in interest on the account.
a job, prize winnings, or awards. The guidelines are stillOn the other hand, if you invested the money in a
the same:retirement account earning 8%, it would be worth
First, you need an Emergency Fund. That can be as$25,864.28 in thirty-two years. At that time, as you
simple as a cushion of extra money in your checkingstart retirement, the annual interest earned on that
account, or as complex as half of it in a savingsmoney will be $2,069. This money would be working
account and half of it in short-term CD's. The idea is tofor you to give you the original amount of $2,000 (and
have readily available money to handle emergenciesa little more) as "free money" every year.
you might encounter. If you are just graduating fromFree money shouldn't be squandered. A dollar is still
high school, you don't need a really big emergencyworth a dollar, whether you worked for it, received it
fund if your parents are going to help you solve youras a gift, or found it lying on the street.
financial problems. But it's still a good idea to keep a