Spring Clean Your Finances

Spring Clean Your Finances

April 16, 2023

Spring is upon us! It's a fresh start, and many people like to freshen their finances! In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey share tips to Spring Clean Your Finances. Topics include:
Checks
Statements
Shredding
Documents
Tax Returns
Records
Paperless Billing
Withholding
Tax Refund
Tax-free loan
Home Inventory
Car Insurance
Debt
Cable
Amazon Prime
Storage
Risk Tolerance Level
Asset Allocation
Portfolio
Retirement Savings
Consolidating Accounts

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