Category Archives: Organizing

Spring Time Financial Checklist

Shaunna Privrastsky discusses several financial chores people can complete along with their traditional spring cleaning.  Checking the deductions on their W-2s to ensure no changes are needed, reviewing property tax bills to guard against overpayments, shopping around for the best rates on insurance policies, preparing for unexpected and scheduled expenses for when they arise in the upcoming year, paying more than the minimum required by creditors, increasing contributions to emergency funds, and automating monthly payments with online banking are specifically recommended.  Privratsky also suggests everyone take time to examine their retirement accounts to see they need to reallocate their investments.

 

Posted at The Dollar Stretcher