Spring is a time for renewal, growth and fresh air. It’s also a great time to clean out your closets, clear out the cobwebs, and eliminate the old junk cluttering our lives.
As long as we’re at it, what about a spring cleaning for your finances?
It’s not just about getting rid of the clutter; this week as we see inflation subsiding and risk of a recession fading, you have an opportunity to take a breath, assess what you have, make sure it’s working efficiently and decide if anything needs replacing or updating.
Some of the necessary groundwork has already been laid during tax season, so let’s take advantage of the timing by dusting off old plans and reevaluating with fresh eyes. I can also give ideas on how to utilize your refund, including considering the past-present-future 30-40-30 approach discussed in the New York Times article below.
Let’s check out your options. These articles can serve as inspiration and motivation as well. Enjoy!
What to Do With Your Tax Refund? Save for Emergencies.
Ways to Spring Clean Your Finances
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The 60-40 Investment Strategy Is Back After Tanking Last Year
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