Ah, spring. The birds are chirping, the flowers are blooming, and if you’re like most people, you’re suddenly overcome with the urge to declutter your home, organize your closet, and tackle those long-overdue projects. But while you’re dusting off shelves and packing up those questionable fashion choices from a decade ago, there’s one area you shouldn’t ignore—your finances.
Much like that overstuffed junk drawer, your budget and investments can accumulate clutter over time. Maybe you’re spending more than you realize on things you don’t need, your savings goals have shifted, or your investments aren’t working as hard for you as they should be. Now is the perfect time to clean things up and set yourself up for a fresh financial season.
So grab your metaphorical mop and let’s get to work.
You know those forgotten subscription services, unnecessary fees, and impulse buys that sneak into your spending? Time to sweep them out.
A good place to start is by reviewing your last three months of bank and credit card statements. Take a look at:
Decluttering your budget isn’t about cutting out all the fun—it’s about making sure your money is going where it actually matters. A few simple adjustments can free up hundreds of dollars a month that you can put toward bigger financial goals.
Your savings plan might have made sense last year, but does it still fit your life now? If you’ve had a change in income, new expenses, or shifting financial priorities, now is the time to reassess.
Here’s how to refresh your savings plan for the season:
Spring is a season of renewal, and having a strong savings plan in place will give you peace of mind as you move into the rest of the year.
Investments aren’t exactly a “set it and forget it” deal. Just like your closet needs an occasional purge (goodbye, outdated trends), your portfolio needs a regular check-up.
Take a look at:
If you’re not sure where to start, talk to a financial professional. They can help make sure your investments are working as hard for you as they should be.
Spring cleaning isn’t just about getting rid of physical clutter—it’s also the perfect time to clean up financial habits that aren’t serving you.
If you’ve fallen into any of these patterns, now is the time to reset:
Getting rid of financial clutter isn’t just about numbers—it’s about creating better habits that make managing money easier and less stressful.
Spring is the season of renewal, fresh starts, and new opportunities. By taking a little time to declutter your budget, refresh your savings plan, optimize your investments, and break bad money habits, you’ll set yourself up for a stronger financial future.
If you’re not sure where to start, a free financial plan can help you spot areas that need attention and give you a clear path forward.
So as you’re airing out your home and donating those jeans you swore you’d wear again, take a little time to clean up your finances too.
Your future self will thank you.
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