[E17] Spring Clean Your Finances & Get Your Money in Order
[E17] Spring Clean Your Finances & Get Your Money in Order

[E17] Spring Clean Your Finances & Get Your Money in Order

Rabia Issufo

24 min
Business & Finance
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<p>Here are some specific ways you can spring clean your finances and get organized this year:</p><ol><li>How do you spend money?<ol><li>Cash</li><li>Debit</li><li>Credit card(s)</li></ol></li><li>Set up a spreadsheet and/or password manager</li><li>Get clear on subscription services</li><li>Organized bill payments<ol><li>Same dates if possible</li><li>Set up reminders</li></ol></li><li>Develop a filing system<ol><li>Physical: Receipts, Taxes, Temporary Hold, Bills</li><li>Digital: Google Drive Cloud Folders</li></ol></li><li>Curb “Account Sprawl” (consolidate accounts)</li><li>Update or create a will</li><li>Update beneficiaries on accounts</li><li>Stop the clutter (opt out)</li><li>Reset your budget</li></ol><p>The goal is progress not perfection. Take small steps. One foot in front of the other. It might not feel like you’re going anywhere fast, but you’ll look back and see major progress in three months or six months from now.</p><p>FTC.gov Opt-Out: <br /><a href="https://www.consumer.ftc.gov/articles/0262-stopping-unsolicited-mail-phone-calls-and-email">https://www.consumer.ftc.gov/articles/0262-stopping-unsolicited-mail-phone-calls-and-email</a></p>

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