Ways to spring clean your finances
With tax season in the rearview mirror, it’s a great time to give your finances a once-over. Start with these financial planning steps.
- Secure your tax information
- Do an insurance check-up
- Review your retirement savings
- Consolidate accounts
- Shred paperwork you no longer need
- Take a quick video of your home
- Check your credit
- Review estate documents
- Update beneficiaries