25 Ways to "Spring Clean" Your Finances

Spring is a time when many people do a thorough "deep cleaning" of their homes via tasks that are performed infrequently (e.g., washing windows, dusting light fixtures and fan blades, and washing curtains or drapes). The phrase "spring cleaning" can also apply to personal finance as people tidy up their finances following income tax season and make plans for the second half of the year. This class will discuss 25 occasional financial planning activities to "spring clean" personal finances. Examples of topics that will be discussed include asset allocation analysis and portfolio rebalancing, automated payments inventory, charitable gifting budget, credit card inventory, debt repayment acceleration plan, decluttering, income tax analysis, and “Rule of Three” price comparisons.