Photo by Andrea Piacquadio
Spring Clean Your Finances by Melissa Joy
T
he fresh, clean, organized feeling of spring isn’t just for your closet or garden beds. This is the perfect time of year to spruce up your finances with some planning, weeding, and planting. Use this guide for inspiration. Pick one or two strategies that are worthy of your focus, then dust things up and roll out your spring with confidence! Ready to get started? You can download a SpringCleaning Resource Guide at http://pearlplan.com/ springcleaning.
REASSESS GOALS AND UPDATE YOUR CALENDAR The most organized financial lives are goal-oriented. Create and revisit your financial goals as you start to work on your money life. Some goals may be short-term, like creating a budget. Some goals may be more long-term, like setting a future age or date for your retirement. If you think about it, your financial goals are really your life goals that have a cost or require some of your financial resources. So, don’t just think about your accounts. Think about your life.
May 2022 | 17
