Schwartz Financial Associates, Inc


701 Route 73 North Suite 6, Marlton, NJ 08053

Phone: (856) 216-0390



March/April 2019

Spring-Clean Your Finances

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Now is not only a good time to spring-clean your house, but to take care of financial matters you may have put off. Consider the following:

Get Your Act Together
If you have receipts here, statements there and insurance documents who knows where, start your spring cleaning by organizing them and streamline your recordkeeping. The accompanying article lists how long you should keep certain tax records, but you can also use it as a guide to reduce other financial records, including utility statements and most credit card receipts.

Document the Important Stuff
This begins with a will so that your loved ones have direction when you can’t give it. Talk to an attorney to draw up a will and, while you’re at it, a healthcare proxy and powers of attorney.

Coordinate Your Insurance
Consider putting all of your insurance documents in one place so that loved ones can find the information needed to make a claim. Include policy and contact information not only for individual life, health and property/casualty insurance, but also for any benefits you may buy through work, such as disability income insurance. While you’re at it, talk with your insurance professional to make sure you’re covered appropriately and beneficiary designations are current.

Organize Your Investment Information
Leave information about your various investments and retirement accounts in an accessible place for loved ones to find. Use technology to organize these documents.

And work with a financial professional to help you stay on track with your investing goals.


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Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.
Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Schwartz Financial Associates, Inc and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

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