Things to do to spring clean your finances

Reporter: John Schmoll

Publication: Colonial Life


Deadline: Mar 31, 2017 12:00 pm

I’m writing a piece for Colonial Life on ways to spring-clean your finances/ways to focus on financial goals now that we’re well into the year. -What are some first areas you should focus on when you want to spring-clean your finances? What are some of the best tools/apps to help you with that? -What are some of the best ways to get back on track/stay on track if you feel you can’t reach your financial goals this year? -What are some ways you can ensure you reach your financial goals in a more limited time? -What’s the best way to manage competing factors when you have more than one goal you want to hit? Requirements: Preferably someone from the financial services industry, or a CFP/CFA. If you’re from a PR firm, please have the quotes sent directly and not an offer to connect or have a call. Please send responses in quotable sentences as that would be most helpful. Please no product pitches.