The LEARNING library

Spring Cleanup!

Do you feel it? Spring is HERE! Most days you can walk outside without a jacket, the grass is greener and there are buds on the trees. And Tax Day is finally behind us! It’s time for new beginnings, and a great opportunity to have a “spring cleanup” conversation.
That means we’re going back to the basics of financial planning, starting with the letter “B” for budgets. Then we’ll discuss ways to cut expenses, save for retirement and buy insurance.
Regardless of age, income or retirement status, it’s always good to take a second look and see where there is room for improvement.