Financial Spring Cleaning
Jul 23, 2024
Dana and Brad discuss cleaning up your financials and making sure you know where everything is. They also answer listener questions.
- If you have a junk drawer at home full of old retirement documents it may be a good idea to scan them to save digitally in one place.
- If you plan to move when retiring it may be worth it to rent for a few months to make sure the new area meets all of your needs.
- Download our FREE helpful resource, “Designing Your Fiscal House”
Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation. Our firm is not endorsed by or affiliated with any government agency.
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