Spring Cleaning Checklist for 2022

Financial spring cleaning is necessary because it helps you get rid of all the financial clutter built up over the past year. It gives you a chance to start fresh and ensure that your financial accounts are in order. 

When you declutter your finances, it will be easier to stay on top of your bills, save money, and make sound financial decisions.

Examples are a subscription service, email list, or even who you follow on social media account. If you’re not using it, there’s no point in paying for it. 

Unsubscribe From Unused Services

Update Your Budget

Maybe you can cut back on some of your spending or increase your income by picking up extra work hours. It’s essential to be realistic about what you can and cannot change – don’t try to overhaul your budget overnight.

It’s a good idea to create folders or labels for each type of document so that you can find what you need quickly and easily.

Go Through and Organize Financial Documents

Review Your Insurance Policies

Make sure that you have adequate coverage in case of an emergency. Review to ensure you don’t have extra coverages you don’t need. 

If you haven’t already filed your taxes for the year, now is the time to do it. You may also need to start thinking about estimated tax payments if you are self-employed or have other income that is not subject to withholding. 

Taxes, Taxes, Taxes

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