Spring Cleaning for Your Finances

Spring cleaning is often associated with household chores, but Spring also is a great time to clean up finances. When you clean out those closets, tackle window washing, and do your other spring cleaning chores, take the time to tackle your finances too. Review your finances, stop bad financial habits, and make lasting changes for your financial future.

Dust off your profile

A lot can change and it’s easy to overlook a few necessary updates. Take a minute and review your profile at myconradsiegel.com and other important financial sites to make sure your information is correct.

Refresh your beneficiary information

You work hard to save and do the right thing for yourself and your loved ones. Make sure you take the extra step – designate your beneficiaries and keep them current.

Take financial inventory

Are you spending too much? Are you saving enough? These can be difficult questions to answer, but we’re here to help. Complete our Financial Wellness planners at myconradsiegel. com. It’s great to revisit the planners if you’ve already completed them.

Clean up paperwork

Organize your retirement account statements. Consider reducing the paperwork around your house by switching to eDelivery for your statements and confirmations. Update your communication preferences on your profile at myconradsiegel.com.

Declutter your accounts

If you have multiple retirement savings accounts, consider consolidating them into your current retirement plan account. Rollovers make it easy to keep track of your overall retirement savings.

Replenish your emergency fund

This past year was challenging in many ways, including financially, and many of us found ourselves needing to use emergency savings. Now is a good time to start rebuilding your fund. Take small steps if necessary. A little bit is better than nothing and, over time, you will start to see your savings grow.

Getting your finances organized doesn’t take a lot of time so don’t put it off until it’s too late. Making small changes now can have a big impact on your financial future. You can tackle all of these tasks for your retirement account at myconradsiegel.com or through our mobile app.

This website does not provide investment, tax, financial or other advice. It is provided for informational and educational purposes only and is intended to be used as a guide.