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Financial Spring Cleaning

Springtime is here! Spring brings a sense of renewal and optimism after the long dreary winter months. As the warmer weather moves in, we tend to find ourselves feeling more motivated, ready to clear out the old and bring in the new! Spring cleaning is a popular tradition for many, as it provides a chance to clear out any stagnant clutter and stale air. We kick off the season with scrubbing, organizing, and decluttering all of the physical aspects of our home and lives. This year, in addition to tidying up your home and other physical aspects of your life, why not do the same for your finances?

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The "B" Word

No, I’m not talking about that “B” word! I’m talking about that curse word that most advisor’s broach with their clients, BUDGET. Now, I’m not talking about a budget in the sense that everyone has to have an itemized spreadsheet with dollars allotted for each activity, spending countless hours a week micromanaging. Generally its having an idea of how much income is coming in and expenses that are going out every month. To be frank, when you retire not only will you have to know your personal budget but also live within it. Otherwise you run the risk of running out of money.

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