373 North L Street, Livermore, CA 94551

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Mar 8, 2021

Why Spring Cleaning Should Include Your Finances

Warmer weather is just around the corner. With the arrival of spring, many people are ready to tackle home improvement projects to refresh their living space. But there’s no reason spring cleaning can’t include our finances, too. A Dublin trust lawyer can help you update your current estate plan if you already have one. Here are a few simple tips to help you begin tidying up your finances in 2021…

Balance Your Budget

We all know that having an organized budget is one of the most important ways to maintain our finances. But even if you already follow a budget, spring is the perfect time to go over it and make changes.

Spend a little time adding up your income and expenses. These periodic reviews can help you make better financial choices in the long run. Maybe there are things you’d rather be spending your disposable income on.

Get Rid of Old Spending Habits

Spring is also the best time to dust off those things that are no longer important. Sometimes we don’t even notice our spending habits until we stop to review them. Maybe you’re eating out more than you realized, or ordering things you don’t really need online. It’s easy to do, especially during the pandemic.

We all have some negative spending habits, but spring is a great time to change these mindless habits.

No More Late Payments

Late payments can really hurt your credit score. These days, most of us pay our bills online. It’s pretty easy to set up automatic payments so you don’t need to remember to write a check, make a call, or visit all the websites on your payment list. Improve your credit score by scheduling monthly transfers. This will help simplify your finances, too, and it will be one less thing to think about.

Set Up an Estate Plan

If you don’t already have an estate plan, it’s never too early to be prepared. People often mistakenly believe that they don’t need an estate plan until they’re much older, but there are no guarantees in life. Additionally, a Dublin trust lawyer may be able to help you save money on your taxes.

Talk to a Livermore Estate Planning Lawyer

Spring is almost here. When you’re busy dusting the blinds and scrubbing the baseboards, don’t forget to also schedule an appointment with a Dublin trust lawyer to clean up your finances. If you have questions about trusts or estate planning, contact Lewman Law at 925.447.1250.

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