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7 Ways to Spring Clean Your Finances

Family Balance Sheet

Do our goals still make sense now that we’re in the trenches of the new year? Take some time to review your yearly financial goals. SMART goals are: S – specific. I’m a firm believer that finances should be organized and neat, and my Family Balance Sheet helps us keep track of our finances in one tidy spreadsheet.

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7 Ways to Spring Clean Your Finances

Family Balance Sheet

Refresh your memory with what you were thinking at the beginning of the year and review your yearly financial goals. You’re now in the trenches of the new year, do those goals still make sense? When reviewing your goals, did you use the S.M.A.R.T. Set aside some time to purge & organize your office.

Finance 100
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Financial Tasks for First Quarter

Prairie Eco-Thrifter

I clean up the electronic and paper files and start organizing the information our accountant will need to do our taxes. Clean out and organize paper files for personal finances. After 44 years of marriage, we have collected quite a bit of financial information. Update my ‘locations’ document.

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Allstate Insurance Review 2024 | Bankrate

Savings Corner

To help readers understand how insurance affects their finances, we have licensed insurance professionals on staff who have spent a combined 47 years in the auto, home and life insurance industries. At a glance BEST HOME INSURANCE COMPANY OVERALL (TIE) 4.1 Individual Life Insurance Study. Coverage 4.0