06/25/2026
Every now and then I tackle the junk drawer in my house. The drawer full of random cords, old batteries, takeout menus, and things I'm convinced I'll need someday.
As I was cleaning one out recently (I have more than one), it made me think about how easy it is for our financial lives to become cluttered too.
Over the years, accounts get opened, insurance policies are purchased, investment statements pile up, and important documents get tucked away "somewhere safe."
Before long, it can be difficult to remember exactly what you have and where everything is.
One of the most valuable things you can do is take an afternoon to get organized. Make a list of your accounts, investments, insurance policies, pensions, and important documents ie. wills.
Not only will it help you feel more in control, but it can make life much easier for your family if they ever need to step in.
Financial planning isn't always about making big changes. Sometimes it's simply about knowing where everything is and making sure it still fits your life today.
How long has it been since you did a financial spring cleaning?
Laura Chanin, CFP®
302-1688 152nd Street, Surrey BC
604-385-1164
rightdirectionfinanical.ca