Spring is a time of year when many of us spend days decluttering and cleaning out our homes as the weather gets warmer. As we’re cleaning basements and dusting furniture, this is also a great time to spruce up our finances.

This year, when you make a to-do list of cleaning tasks for around the house, add a section for your finances as well. A simple check-in of a few key financial items can help ensure everything is up to date and you are on the right track to reaching your financial goals.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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