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Doug Oosterhart, CFP®
Owner/Financial Advisor
LifePoint Planning, PLLC
1821 Walden Office Square, Suite 400
Schaumburg, IL 60173
Phone: 844-505-3618
Email: doug@lifepointplanning.com
Website: www.lifepointplanning.com
March/April 2026
Spring Clean Up
Many of us think of Spring as a time to refresh our homes —decluttering rooms, sorting closets, or deep cleaning neglected areas —but it's also a great time to get your documents and files in order.
Get Organized and Energized
Create a streamlined system for your documents and filing. Gather tax-related papers (W-2s, 1099s, receipts) and file them securely for easy access during tax season. Shred outdated documents to reduce clutter and protect sensitive information. You may even have access to a local "Shred Day" event hosted in your community, which you can take advantage of. Use labeled folders or a digital scanning system for bills, warranties, and insurance policies. Set aside an hour weekly to maintain organization.A tidy home and organized paperwork reduce stress, prepare you for a productive year, and energize you to enjoy life and focus on what matters most to you and your family.
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