April 8, 2020 | Financial Life Planning
Establishing a routine and having a project (or projects) to make progress on and check off the list can be helpful, motivating, and even therapeutic. For families, working together on projects that may have fallen to the back burner can create teachable moments, helpful conversation, and a shared sense of accomplishment.
So, for those days when weather doesn’t permit you to work outside, here are six financial spring cleaning tasks you should add to your rainy-day checklist:
The best part about this kind of spring cleaning is that you don’t have to walk it alone. If you have any questions or need any help with anything on the list above, just give us a call or schedule an appointment with your advisor. If you don’t currently have an advisor, we’d love to meet you and hear about your specific situation and needs. Schedule a no-pressure, complimentary introductory meeting today.