Spring Is a Good Time to Clean Up Your Finances, Too

While you’re decluttering your home for spring, consider also taking a crack at cleaning up your finances and old paperwork.

A dollar bills is swished through some soap suds.
(Image credit: Getty Images)

Spring is a time of year when many of us spend days decluttering and cleaning out our homes as the weather gets warmer. As we’re cleaning basements and dusting furniture, this is also a great time to spruce up our finances.

This year, when you make a to-do list of cleaning tasks for around the house, add a section for your finances as well. A simple check-in of a few key financial items can help ensure everything is up to date and you are on the right track to reaching your financial goals.

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Tony Drake, CFP®, Investment Advisor Representative
Founder & CEO, Drake and Associates

Tony Drake is a CERTIFIED FINANCIAL PLANNER™ and the founder and CEO of Drake & Associates in Waukesha, Wis. Tony is an Investment Adviser Representative and has helped clients prepare for retirement for more than a decade. He hosts The Retirement Ready Radio Show on WTMJ Radio each week and is featured regularly on TV stations in Milwaukee. Tony is passionate about building strong relationships with his clients so he can help them build a strong plan for their retirement.