Advertorial featured 3rd Thursdays in The Fox Chapel Herald > edwardjones.com | Member SIPC Edward Jones Time for financial 'spring cleaning' Now that we've put winter behind us at least on the calendar - it's time for us to think about sprucing up our homes, inside and out. But it also may be time to do some financial spring cleaning. Some of the same ideas involved in tidying up your home can also be used to help put your financial house in order. Here are two suggestions: For starters, "dust off" your investment strategy. Over time, your circumstances and risk tolerance can change, and these changes may lead you to reexamine your current and future 401(k) and/or IRA allocations. Also, you may need to add or eliminate a specific investment to your 401(k) and/or IRA to improve the diversification of your holdings. While diversification can't guarantee profits or protect against losses in a declining market, it may help reduce the impact of market volatility on your holdings. Secondly, get organized. If you've been working for many years, you may have accumulated several retirement accounts, such as IRAs and 401(k)s. But you might find it advantageous to consolidate these accounts with a single provider. Having all your accounts in one place will help reduce the confusion and clutter involved with keeping track of tax documents, statements, fees, disclosures, and other important information across multiple accounts. Also, when you place all your retirement accounts with one provider, you'll find it easier to maintain a unified investment strategy and rebalance your portfolio as needed. A little "spring cleaning" can pay off at home and in helping keep your financial strategy working hard for you! This article was written by Edward Jones for use by your local Edward Jones Financial Advisor Member SIPC Why should a financial review be at the top of your list? Together, let's create an investment strategy that works for you. Contact us for a complimentary portfolio review. Call or visit your local financial advisor today. Seth D. Thompson, CFP®, AAMS® Certified Financial Planner Office: 412-828-2437 Email: seth.thompson@edwardjones.com 201 Allegheny Ave. Suite 2 Oakmont, PA 15139 ado-2500 Advertorial featured 3rd Thursdays in The Fox Chapel Herald > edwardjones.com | Member SIPC Edward Jones Time for financial ' spring cleaning ' Now that we've put winter behind us at least on the calendar - it's time for us to think about sprucing up our homes , inside and out . But it also may be time to do some financial spring cleaning . Some of the same ideas involved in tidying up your home can also be used to help put your financial house in order . Here are two suggestions : For starters , " dust off " your investment strategy . Over time , your circumstances and risk tolerance can change , and these changes may lead you to reexamine your current and future 401 ( k ) and / or IRA allocations . Also , you may need to add or eliminate a specific investment to your 401 ( k ) and / or IRA to improve the diversification of your holdings . While diversification can't guarantee profits or protect against losses in a declining market , it may help reduce the impact of market volatility on your holdings . Secondly , get organized . If you've been working for many years , you may have accumulated several retirement accounts , such as IRAs and 401 ( k ) s . But you might find it advantageous to consolidate these accounts with a single provider . Having all your accounts in one place will help reduce the confusion and clutter involved with keeping track of tax documents , statements , fees , disclosures , and other important information across multiple accounts . Also , when you place all your retirement accounts with one provider , you'll find it easier to maintain a unified investment strategy and rebalance your portfolio as needed . A little " spring cleaning " can pay off at home and in helping keep your financial strategy working hard for you ! This article was written by Edward Jones for use by your local Edward Jones Financial Advisor Member SIPC Why should a financial review be at the top of your list ? Together , let's create an investment strategy that works for you . Contact us for a complimentary portfolio review . Call or visit your local financial advisor today . Seth D. Thompson , CFP® , AAMS® Certified Financial Planner Office : 412-828-2437 Email : seth.thompson@edwardjones.com 201 Allegheny Ave. Suite 2 Oakmont , PA 15139 ado - 2500