Springtime is finally here! Here is your 2024 Financial Spring Cleaning Checklist
- Dana Artzer
- Mar 22, 2024
- 1 min read
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)
Cancel unused subscriptions
Close old bank accounts
Look for higher interest checking/savings accounts
Create or revise your debt-pay-off plan
Review retirement savings
Review your tax bracket
Rollover your 401k/IRA to into "safe money" to avoid stock market volatility.
Review all insurance policies
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
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