It’s that time of year again – the sun is shining, the flowers are blooming, and it’s time to do some financial spring cleaning.
Just like you would clean your house from top to bottom to get rid of all the dirt and dust, you need to do the same thing with your personal finances.
The first step is to unsubscribe from any services you are no longer using. Examples are a subscription service, email list or even who you follow on social media account.
The second step is to update your budget. Take a look at your income and expenses and see where you can make changes.
The third step is to go through and organize your financial documents. Go over your bank statements, credit card bills, retirement plans.
If you have any questions about your policies, now is the time to call your insurance agent. Don’t wait until something happens, and then realize that you’re not covered.
Finding a financial advisor doesn’t have to be hard. SmartAsset’s free quiz matches you with fiduciary financial advisors in your area or who serve your area. If you are ready to be matched with financial advisors that can help you achieve your financial goals, take the quiz now.