Expert advice for spring cleaning your finances
The days are getting longer, the weather is finally warming up, and the end of another school year is on the horizon. Yes, spring is here, the season of new beginnings and fresh starts. But spring isn’t just a time to clean out your closets – it’s a great time to declutter your finances, too!
Here are a few ways to help you spring into action and make your money work harder for you.
- • Check in on your financial situation. Life events like marriage, children, or retirement can significantly alter your budget and goals. That’s why it’s a good idea to review your financial situation to ensure your investment plan remains aligned with your current situation.
- • Review your mortgage options. Whether you’re looking for your first mortgage or coming up to renewal time, navigate the changing mortgage landscape with expert guidance and exclusive rates. Plus, you may also qualify for a cash bonus of up to $500*. Speak to an Educators mortgage agent today: https://bit.ly/427jxDK.
- • File your tax return early. By getting your taxes done early, you’ll ensure any benefits remain uninterrupted and receive any refund, faster. Expecting a refund? Here’s how to make the most of it: https://bit.ly/4jfbBY8.
For a full list of financial ‘to-dos’ this spring, check out this article: https://bit.ly/41R4b7y.
Ready to give your finances a spring clean?
Schedule a financial review with an Educators financial advisor to help you tidy up your finances. With nearly 50 years of experience working with educators like yourself, their professional accreditation will help you keep on track to meet your goals.
Visit https://bit.ly/427jxDK or call 1.800.263.9541 to get started today.
Educators Financial Group has been offering financial planning and a wide selection of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled them to become the education community’s financial specialist — empowering educators to achieve their financial goals.
* Conditions apply. Speak to an Educators Financial Group Mortgage Agent for full details. Brokerage License 12185.
