Have you already done some financial spring cleaning this year?
What’s first on your list (or next)?
The truth is, no matter how old you are or how much money you have, financial clutter can pile up pretty fast for any of us.
Bills, account statements, tax records, policy documents, business agreements, and more — our financial lives come with quite a paper trail.
That can overwhelm any of us.
In fact, it can stress us out and frustrate us almost constantly, especially if we’re wasting time trying to sort out the basics.
And if we ignore all that financial clutter, instead of managing it, we can easily slide into procrastination mode.
When we do, impulsive decisions are more likely to follow.2
All of that can make it harder to look past the clutter and focus on what’s really important.
So, how can you keep it all in check?
Start with some simple spring cleaning in your financial house. Making that scheduled “spring cleaning” a habit can be even better.
It also helps to keep yourself accountable by checking in with someone you trust.
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This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax professional.