Asset Money Management Inc.

When you think of spring cleaning, you probably think of your home 🏠 but the spring is also a great time to do a clean sweep of your household finances!

Here are three ways you can do just that:

🧹 Revisit your budget. Take a look at your monthly budget and adjust it based on your spending so far this year.
🧹 Declutter your subscriptions. Search through your account registers to identify unwanted recurring charges you’ve missed. Apps like Rocket Money or Hiatus can help!
🧹 Shred old financial documents. The IRS recommends keeping at least 3 years of tax returns. Have some older than that? Shred away!
🧹 Review your insurance and plan for changes in coverage. Such changes could include adding a driver, selling a house, or purchasing a new policy.

Hope these tips help! Feel free to share this timely reminder with your network, and reach out if any questions “spring” up 🌸

As we all look forward to the warmth of spring, we wanted to take the time today to share this insightful quote from Jean Hersey’s “The Shape of a Year,” a wonderful year-long memoir centered around gardening and the changing seasons.

Feel free to share this post to inspire someone else – and ask yourself what’s tugging on your heart this March ☘️

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