Spring Cleaning

by Stephanie Maloney

Spring Cleaning Your FinancesAs we finally are getting some much-needed rain I keep thinking about things, besides the social and political black holes, that are ripe for clean up.

With a clearer picture of your finances under the new tax laws it’s probably not a bad idea to get an overview from your advisors about all your options.

I used to talk with my brokerage clients at the end of the first quarter, especially after a turbulent year, so they could position themselves for any changes their tax advisor might suggest.

We already know the landscape has changed but we’re just learning about the effects on our individual situations.

You might very well need to talk about some adjustments with your ex-spouse about your co-parenting parenting plan in light of what is not working so well and any increased levels of stress on the kids. Worries about money have a habit of affecting all family members.

As I have noted please let me know if you think I might be able to be of help even if only for a referral to someone with a very specific area of expertise.

Also let me know if you or a friend might be interested in our Tuesday Support Group.

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