Beyond the Broom: A Spring Reset for Your Money
Five practical steps to review savings, debt, and retirement goals after tax season
ATLANTA, Ga. (ATL Live) - As spring cleaning gets underway in many households, local financial professional Abby Reed, Co-CEO of Reed Financial Group, stopped by ATL Live to talk with host Andrew Tyree about adding finances to the refresh list.
Reed encouraged viewers to use the post-holiday, post-tax-season window to review account statements, income, and major expenses, then make small, manageable changes before summer schedules fill up.
She outlined a “financial foundation” approach that starts with core priorities: building an emergency fund, reducing high-interest debt, and making sure workplace retirement contributions are capturing any available employer match. For people receiving tax refunds, Reed suggested balancing short-term enjoyment with longer-term goals—then applying the remainder toward those foundational steps.
After those basics are in place, Reed discussed next-step strategies focused on building wealth, including increasing contributions to tax-advantaged accounts and investing beyond retirement accounts when appropriate.
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