With spring arriving this week, one’s focus often turns to new beginnings, airing things out, cleaning up the clutter and getting oneself organized.  For some, cleaning will reach a fever pitch with attacks on cupboards and drawers, donating unnecessary items to charity, holding garage sales and generally getting their lives in order after a long winter.

So what does all of that have to do with your finances?  Many of us start the year off with resolutions to get fit, quit smoking, and for some to get their financial house in order.  So here we are almost at the end of March and how are you doing?

Spring is a great time for a checkup in regards to getting your finances in order and making sure that all of your necessary documents are in one central place and easily accessible. However, it goes beyond just getting organized.  It is also about having courageous conversations with yourself, then your loved ones and then engaging the proper ‘professionals’ to make sure you have all of the necessary plans in place.  In addition, do the right people know where all of this information is if they need to gain access to it quickly.  The worst time that someone can be thinking about all of this is aftersomething has happened.

Here are 7 Top ‘Financial’ Spring-Cleaning Tips.

1. Make sure that everything that needs to be discussed with your partner and family has been, even the difficult conversations.
2. Make sure all of your information and documents have been complied and placed in one central location.
3. Make sure that you have added your partners name to all household bill/utilities accounts so they are authorized to deal with company contacts.
4. Make sure you have had a conversation with the person you have chosen as your executor and have asked them to accept the role.
5. Make sure you have legal guardians appointed for your underage children and have asked them if they will take on this role.
6. Make sure you have recently reviewed your will, pre-estate documents for financial, and health matters to make sure they are up-to-date.
7. Make sure that the life, critical illness, disability insurance, etc., you have in place is adequate to meet ‘today’s’ needs.

Financial spring-cleaning is often not top of mind for most people, but think about it for a moment, if having a well organized house makes you feel good and like you have taken charge, how critically important would it be for you to be in control if for some reason your life as you know it changes this Spring.

To find out more financial spring-cleaning tips I invite you to visit www.janeblaufus.com to order my book WITH THE [fusion_builder_container hundred_percent=”yes” overflow=”visible”][fusion_builder_row][fusion_builder_column type=”1_1″ background_position=”left top” background_color=”” border_size=”” border_color=”” border_style=”solid” spacing=”yes” background_image=”” background_repeat=”no-repeat” padding=”” margin_top=”0px” margin_bottom=”0px” class=”” id=”” animation_type=”” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”no” center_content=”no” min_height=”none”][STROKE] OF A PEN®, Claim your life.  Also, please follow me on Twitter @janeblaufus[/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]