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Manage Debt

Complete step-by-step checklist to manage debt covering list all debt balances & rates and choose debt payoff strategy, and essential action items.

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List all debt balances & rates

Note credit cards, student loans, and personal loans with interest rates

Choose debt payoff strategy

Pick Avalanche (highest rate first) or Snowball (smallest balance first)

Allocate extra payoff funds

Direct extra cash to your target debt while paying minimums on others

Explore interest rate discounts

Inquire about rate reductions or balance transfer options

Calculate total debt reduction

Measure and log total debt progress monthly

Avoid creating new debt

Stop using credit cards with active carrying balances

Establish debt-free timeline

Calculate date of final debt paydown based on payment rates

Review consolidation loan rates

Check if a single personal loan saves interest on cards

Automate minimum debt payments

Set minimum auto-pays to protect credit score from late marks

Direct windfalls to debt targets

Commit tax refunds and bonuses to paying down active debts

Verify credit bureau disputes status

Submit correction forms if credit reports show paid debt as active

Review medical debt payment plans

Inquire about interest-free installment options directly with clinics

Consult certified credit counselor

Partner with non-profit agencies for personal debt help schedules

Audit debt-to-income (DTI) ratio

Calculate monthly debt costs divided by monthly gross income

Establish family debt-stop rules

Agree on maximum debt boundaries to protect household assets