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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? Organize your Financial Documents. If you have a lot of paper financial documents that you’re not sure what to do with, read How Long Should Keep You Financial Documents. Bills to review this spring: homeowners insurance.

Finance 130
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Financial Tasks for First Quarter

Prairie Eco-Thrifter

Update my ‘locations’ document. I try to prepare them for the inevitable by providing an updated ‘locations’ document each year to each of them. Update our marriage timeline document. Each year I add to it, whatever we did that year, plus I put in a bit about world events to set the scene.

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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? Organize your Financial Documents. Bills to review: home owners insurance. auto insurance. life insurance.

Finance 100