Declutter & Simplify Your Finances

The panel included Rod Griffin: Senior Director, Consumer Education and Advocacy, Experian; Christina Roman: Consumer Education and Advocacy Manager at Experian; Forbes Advisor; Kate Ashford: Contributor to Forbes and Monster, Personal Finance Journalist, Content Writer; Beverly HarzogCredit Card Expert and Consumer Finance Analyst for U.S. News; Paulina Likos: Investing Reporter at U.S. News; Alicia R. Hudnett Reiss: CERTIFIED FINANCIAL PLANNER™; Todd Christensen: Education Manager at Money Fit by DRS; Sara Rathner: Credit Card and Travel Expert, NerdWallet; Molly Ford-Coates: Founder, Ford Financial Management; Kamilah O’Brien: Senior Financial Manager; Leslie H. Tayne, Esq: Founder and Managing Director of Tayne Law Group, P.C. (f/k/a The Law Offices of Leslie H. Tayne, P.C.); Dannielle Romoleroux: Founder of First Gen Money; and HerMoney Media.

Questions We Discussed:

Q1: What are the benefits of being organized financially?
Q2: What are some tips for organizing your financial records?
Q3: How long should you keep documents such as bank statements or tax returns before shredding?
Q4: What are some helpful tips for managing monthly subscriptions?
Q5: What are some of your favorite financial apps to help keep track of your finances?
Q6: How do you decide how many credit cards you need?
Q7: Should you cancel unused credit cards or keep them?
Q8: How do you know if debt consolidation is right for you?
Q9: How often should you review your finances?
Q10: Any last-minute tips for decluttering and simplifying your finances?

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