As May begins, it’s a great time to reassess your finances. First, evaluate your investment portfolio—rebalance, assess performance, cut high fees, and ensure diversification. Then, explore additional income streams: freelance work, passive income via dividends or REITs, or monetizing a skill. These steps can help you build financial resilience and move closer to your goals.

As spring arrives, April is an ideal month for a financial reset. Two priorities stand out: reviewing your insurance coverage—life, health, auto, homeowners—to ensure it still fits your needs, and making your IRA contributions before the tax filing deadline. Even small adjustments now can pay off, helping protect your assets and build your retirement nest egg with confidence.

As the new year picks up speed, February is a great time to revisit your budget and solidify your money habits. These financial tips for February will help you reduce unnecessary spending, make progress on debt, set aside emergency savings, and reframe your financial goals. A small reset now can set a strong pace for the rest of the year.