Spring Clean Your Finances: A Fresh Start

Spring is the perfect time to refresh your finances. Follow these steps to declutter and

optimize your financial future.

1. Review Your Budget

Check your income, expenses, and savings goals. Adjust as needed to stay on track.

2. Cut Unnecessary Expenses

Cancel unused subscriptions and reduce unnecessary spending.

3. Organize Retirement Accounts

Consolidate old accounts and maximize employer 401(k) contributions.

4. Rebalance Your Investments

Ensure your portfolio aligns with your goals and risk tolerance.

5. Check Your Credit Score

Review your credit report for errors and work on improving your score.

6. Update Financial Goals

Reassess priorities like home purchases, retirement, or emergency savings.

7. Review Estate Plans

Update beneficiaries and ensure you have a will or power of attorney.

8. Automate for Ease

Set up automatic savings, bill payments, and retirement contributions.

A financial refresh sets the stage for long-term success. Need guidance? Cornerstone

Portfolios is here to help! Fill out the contact form on our website to get an

appointment scheduled.