9 steps to spring clean your finances



This tax season, whether you’re about to cash a hefty check or you are gearing up to pay back Uncle Sam, all of the number crunching, receipt sifting and trips to your accountant’s office serve as a polite reminder that finances can be a bit complicated (to say the least).

Since the idea of balancing a checkbook can cause an instant migraine for some, companies like LearnVest are here to help ease the tension. Vice President of Product and Financial Advice Strategy, Stephany Kirkpatrick (CFP and AIF), sat with ABC News’ Amna Nawaz to share a few tips on how to smooth the path to Tax Day and get those personal finances in order.

Here are the nine steps she shared to help you “spring clean” your taxes.


1) Shred financial documents older than seven years.

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