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25 Ways to "Spring Clean" Your Finances
Spring is a time when many people do a thorough "deep cleaning" of their homes via tasks that are performed infrequently (e.g., washing windows, dusting light fixtures and fan blades, and washing curtains or drapes). The phrase "spring cleaning" can also apply to personal finance as people tidy up their finances following income tax season and make plans for the second half of the year. This class will discuss 25 occasional financial planning activities to "spring clean" personal finances. Examples of topics that will be discussed include asset allocation analysis and portfolio rebalancing, automated payments inventory, charitable gifting budget, credit card inventory, debt repayment acceleration plan, decluttering, income tax analysis, and “Rule of Three” price comparisons.
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By registering, I agree to INDEMNIFY AND HOLD HARMLESS Master the Possibilities, Inc., Sidney Colen & Associates, Ltd., On Top of the World Communities, Inc., Horticultural Arts & Park Institute, Inc., Bay Laurel Community Development District, and any of their agents, directors, officers, representatives, volunteers and employees from any and all loss, damage, injury, action or cause of action resulting from the classes, events, or trips and/or equipment owned or operated or permitted to be used or operated or is used or operated. This Release Waiver and Hold Harmless Agreement includes those classes, events, or trips inside or outside of Master the Possibilities, Inc. For the full waiver, visit https://www.masterthepossibilities.org/sites/default/files/PDF/WaiverofLiability.pdf .
If class is cancelled by the participant because of COVID positive results, there will still be a processing fee incurred by the participant.
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