spring clean finances

Spring Cleaning Your Financial House

In Articles by Mandi VillarrealLeave a Comment

For those of us in Austin, Spring definitely arrived a few weeks early! The City of Austin hosted the annual Zilker Kite Festival, SXSW® Music, Film and Interactive Conference and Festival, Rodeo Austin, and more! Despite all the fun that occurs in the Spring here in Austin, we can’t forget about the all-too-important Spring cleaning!

In times past, when people kept their houses shut tight against the cold of winter, heated them with coal and oil and wood, and lighted them with candles, the coming of spring signaled a welcome opportunity to make a dingy habitation fresh again. Admittedly, there is still something refreshing about the advent of spring despite our modern technologies. With our native birds chirping, bluebonnets blooming, and Texas sun shining, there is a sense of optimism that still inspires us to get our proverbial house in order.

Here are some quick to-dos you can check off to streamline, improve, and tidy up your financial house:Spring Clean Finances

  1. Seek Tax Planning and Cash Management Strategies
  2. Review Your Asset Protection Strategies
  3. Maintain Your Ark Client Portal for Finance Snapshot
  4. Update (or Initiate) Your Estate Plan
  5. Invest in Your Relationship
We’d love to see you and introduce you to our growing team at Ark Financial Group while you enjoy our premium snack and beverage bar! Give us a call at (512) 660-5703 or send us an email to catch up!

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