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Financial Spring Cleaning

Financial Spring Cleaning

April 12, 2024

Spring is the perfect time to refresh your life, from your finances to your living space and outdoor areas. This time of year, we like to focus on the change in weather. As we’re peeking out the window to enjoy the green, we remember it’s time to spring clean. 

Here are a few items to review this spring:

Budget and Expenses: Take a look at your budget and spending habits. Are there areas where you can cut back? Are you overspending in certain categories? Do you use all of your subscriptions?

 

Credit Score: Review your credit report for any inaccurate information. A free copy can usually be requested from one of three major credit bureaus (Equifax, Experian, and TransUnion) and is a simple way to monitor your identity.

 

Financial Documents: Organize your financial documents, including bank statements, tax returns, investment statements, and insurance policies. Shred any outdated or unnecessary documents to reduce clutter.

TIP: If you are a Landmark client, have you used your Landmark Portal? It’s a secure place to store all your important documents.

 

Goal Setting: Set a new goal for the year ahead to guide your saving and spending decisions. Maybe it’s increasing the contribution to your retirement account, saving for that once in a lifetime trip or cutting back on dining out.

 

Will and Estate Plan: Review your will and estate plan to ensure they reflect your current wishes. Update beneficiaries as needed and consider any changes in your financial or personal circumstances.