Spring Cleaning? It’s not just for that dusty closet

March 29, 2022
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Did you know that the origins of spring cleaning date from when fireplaces primarily heated homes? Through the fall and winter, soot would build up throughout the house, and when the weather warmed, a little clean up was required. “Spring cleaning” is still a ritual undertaken by many.

And it’s not just your house that might need a little straightening up. Your finances can also benefit from a little “cleaning” every now and again. And what better time than spring?

Given the challenges of pandemic life, many financial tasks may have stayed on the back burner this year as we all tried to just make it through each day. At the same time, the pandemic had a big impact on our financial lives, and some money-related to-do's are likely in order.

Now that it's spring, it’s a good time to conduct a thorough review of your finances and address any neglected areas.

Here’s how to spring clean your finances after a year of pandemic living:

7 Tips for Financial Spring Cleaning
  1. Refresh your budget.
  2. Try out a mobile app.
  3. Establish a bill-paying process.
  4. Create a plan to pay off your debt.
  5. Review your insurance policies.
  6. Shred old financial documents.
  7. Stop clutter before it starts.
Give us a call, or click on the link below, if you’d like to schedule a time to get together and take a look at your full financial picture.


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