Spring Clean Your Finances
While scrubbing your kitchen and purging your closet, don’t forget to add your finances to the Spring-cleaning list! Taking the time to organize and evaluate your financial situation will help clear your mind and keep you on track with your plan. If you’re nearing or in retirement, here is how we suggest sprucing up your financial house this season:
Organize your paperwork: Whether you keep digital files or prefer a paper-filing system, take the time to reorganize your financial records into folders. Having a systematic approach to filing helps to keep your house and your mind decluttered.
Account access: Avoid having to click “forgot my password” the next time you log on to view your accounts. Save account names, account numbers, usernames and passwords in one, safe and secure spot. Make sure your spouse and/or adult family members know where to locate this file.
Review your finances: It is recommended to review your finances regularly, regardless of the season. Although this sounds like a basic task, it is often ignored. Review your accounts, spending and budget to confirm that you are on track with your plan and don’t forget to consider a strategy to help maximize your Social Security.
If you need help organizing your financial situation for a successful retirement, reach out to us at (661) 297-7566 or visit www.PiersonWealthManagement.com.
Pierson Wealth Management is located at 28368 Constellation Rd., Ste. 396, Santa Clarita, CA 91355. Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurance Lic# 0C92500.
ADVERTISE WITH US
A Note From the Publishers – April 2026
Spring has sprung in Santa Clarita, and our April issue is packed with 96 pages of fabulous local community information for you to enjoy. On our cover, we are proud to feature four incredible non-profits making a difference in our community this season....
Raise a Glass, Santa Clarita The 17th Annual Wine Affair Returns to Old Town Newhall for an Afternoon of Sip, Savor & Stroll – Sunday, April 12, 2026
Get ready, Santa Clarita. One of the community’s most anticipated spring traditions is back and promises to be more delicious than ever. On Sunday, April 12 from 12:00 PM to 4:00 PM, Soroptimist International of Greater Santa Clarita Valley invites the community to...
Relay For Life Team Captain Recruitment – May 2, 2026
On May 2, 2026, Santa Clarita will hold its 28th annual Relay For Life at Central Park— 27150 Bouquet Canyon Road, 91350, from 9:00 a.m. to 9:00 p.m. Organizers are currently recruiting team captains for the event and emphasize the importance of team leaders who raise...
ABOUT THE MAGAZINE
Santa Clarita Magazine has set a high standard for excellence in advertising for over 36 years. A family owned and operated business, Santa Clarita Magazine has grown with the Santa Clarita Valley since 1990 and become the #1 place to advertise locally.
FOLLOW US
SANTA CLARITA MAGAZINE
PO Box 801570
Valencia Ca 91380
For Advertising information
Call or Text: 1 (661) 294-4444



