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Springtime is finally here! Here is your 2024 Financial Spring Cleaning Checklist



It's time to open the windows and let some fresh air in, work in the yard or garden to soak up some of that fabulous vitamin D and do some spring cleaning!


2024 Financial Spring Cleaning Checklist


Create or update your budget (Don't have one? No worries, click below to download the AZIRS Budget Sheet)

  1. Cancel unused subscriptions

  2. Close old bank accounts

  3. Look for higher interest checking/savings accounts

  4. Create or revise your debt-pay-off plan

  5. Review retirement savings

  6. Review your tax bracket

  7. Rollover your 401k/IRA to into "safe money" to avoid stock market volatility.

  8. Review all insurance policies

  9. Update & organize legal documents

Call me @ 602-376-7260 . As always, I am happy to help and there is NEVER a fee for my service!

For those of you that do not yet have my book: I've Got It Covered, I have attached a FREE interactive download just for you!

Be blessed!

Dana Artzer




AZIRS budget sheet w asset allocation chart
.pdf
Download PDF • 144KB

IGC AZIRS (1)
.pdf
Download PDF • 1.95MB






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