"5 Essential Spring Financial Clean-Up Tips"

1 min read
Source: USA TODAY
"5 Essential Spring Financial Clean-Up Tips"
Photo: USA TODAY
TL;DR Summary

Spring is the perfect time to revisit financial resolutions, clean up financial paperwork, start a 2024 tax folder, review withholding, talk to a tax preparer, max out retirement plan contributions, name beneficiaries, review and update estate plans, book 2025 vacations, review investment portfolios, consider high-yield savings, and check credit card interest rates to ensure financial health and preparedness.

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