Financial Spring Cleaning

When was the last time you spring cleaned your house? Many of us do some form of spring cleaning in our homes regularly. But what about our financial “homes”? Financial clutter — bills, account statements, tax records, policy documents — can pile up fast and lead to stress, wasted time, and even poor decisions.

Start with some simple spring cleaning in your financial house: review your accounts, consolidate where possible, update beneficiary designations, and check that your insurance coverage is still appropriate for your situation. Making scheduled “spring cleaning” a habit can help you stay on top of your finances year-round.

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