If you’re participating in the 31-Day Imperfect Action Challenge we mentioned in our newsletter, here’s a small financial habit you can start this week, one that many people find surprisingly helpful. Choose one day each week and spend just ten minutes reviewing a single financial account. That’s it. One account. Ten minutes. This could be a Continue Reading
Jeremy Zizmor
Jeremy Zizmor is the founder of Assurance Family Partners, a company whose mission is to assist and empower individuals and families who need help managing their personal day-to-day finances. He is responsible for running all facets of the business.
Most people either avoid looking at their finances altogether, which creates quiet anxiety, or try to track everything at once and quickly feel overwhelmed. But even Olympic athletes don’t track everything. A runner doesn’t monitor every heartbeat or calorie. A skier doesn’t obsess over every training session. They focus on a few meaningful metrics… the Continue Reading
January has a way of quietly reopening last year’s unfinished business.Not with alarms or urgency…but with a low, steady sense of pressure. Stacks of paper you meant to sort.Accounts you haven’t looked at closely.Decisions that keep replaying in your head because they never quite landed. The good news? You don’t need a financial overhaul to Continue Reading
Jeremy ZizmorJeremy Zizmor is the founder of Assurance Family Partners, a company whose mission is to assist and empower individuals and families who need help managing their personal day-to-day finances. He is responsible for running all facets of the business.
The holidays bring joy and connection—but also more transactions, travel, and details to manage. Using technology thoughtfully can help you stay organized, protect your information, and make financial decisions with clarity and confidence. A few well-chosen apps can support that structure: When the season winds down, organization will make cleanup easier. Save all receipts; digital Continue Reading
Year-end can feel like a whirlwind — tax preparation, healthcare enrollment, estate reviews all arriving at once. Yet too often, the documents needed most are scattered: tucked in drawers, buried in email inboxes, or missing entirely. Disorganization doesn’t just waste time; it creates stress and can lead to missed deadlines or costly oversights. The solution Continue Reading
As seasons shift, so do household expenses. Heating bills, holiday lights, and family gatherings often cause costs to rise—and without a plan, those fluctuations can feel disruptive. At Assurance Family Partners, we believe predictable systems create peace of mind. Here are four structured ways we help clients prepare for fall and winter: 1. Consider Utility Continue Reading
Back-to-school season tends to come with a flurry of receipts, last-minute runs to the store, and more expenses than expected. But with a simple, thoughtful budget in place, you can reduce stress, protect your savings, and start the school year feeling prepared—not overwhelmed. Here’s how we guide clients through this process: 1. Sort What’s Needed Continue Reading
When summer ends, school routines return — and sometimes, so do surprise expenses. Between supplies, sports, and activity fees, it can feel like your wallet barely survives the first bell. But with a little preparation, you can take the sting out of the season. Staying organized now can save you from last-minute scrambles and help Continue Reading
If you have a Flexible Spending Account (FSA), here’s something important to remember: unused funds don’t roll over forever. In many plans, any balance not used by the end of the plan year—or grace period—disappears. No refunds. No extensions. Just lost dollars. That’s money you’ve already earned. And even a few hundred dollars left unspent Continue Reading