It’s spring-cleaning time. This year, why not also do some sprucing up of your investments and your overall financial strategy?
To begin, get rid of “clutter” in the form of investments that are no longer appropriate for your needs or that may be virtual duplicates of other investments you own.
Also, get organized. If you have investments scattered around at several different providers, you may be paying excess fees and incurring needless paperwork. Consider consolidating your investments with one provider.
You might also want to seal some “cracks” in your financial strategy by ensuring that your insurance needs are being met.
Finally, “dust off” your financial strategy to see if it’s still suitable for your objectives. If you’ve been investing for a long time, you may need to “freshen up” your strategy to accommodate changes in your life, such as marriage, the arrival of new children, a new job and so on.
Spring cleaning can bring more light into your home. And sprucing up your investment picture can help you brighten your financial outlook.
There’s No Time Like Now to Plan Your Future. Contact me at 209.824.1000 to Schedule a Free Portfolio Review.
This article was written by Edward Jones for use by your local Edward Jones Financial Advisor