In this blog post, we’re emphasizing the critical role that tools play in helping our clients achieve financial clarity and control. Just as we advocate for the strategic inclusion of a wealth manager as a trusted resource on the team to enhance overall portfolio management, we also see immense value in leveraging digital expense trackers 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.
Keeping track of bills can be a hassle, but setting up automated bill payments and alerts can save you time, prevent late fees, and make sure important needs and services are never shut off. Setting up automated bill payments can make managing your finances easier. Many banks offer this feature, but it works best for Continue Reading
We have been working with a client, a high net-worth family for over two years to manage their broad portfolio of day-to-day finances, including personal, various trusts, and a private foundation. During our time supporting the family and our ongoing interactions with the family, their wealth managers, and trust and estate attorney, we have gained Continue Reading
Keeping your finances in check doesn’t have to be a chore. By turning your monthly budget review into a routine, you can stay on top of your financial goals and enjoy the process! Regular budget reviews help you analyze your spending habits, spot areas to save, and make adjustments to stay on track. Dedicate a Continue Reading
In today’s digital age, maintaining an organized and accessible system for your financial documents is more important than ever. Implementing a digital filing system can streamline your financial management, ensuring that important documents are readily available whenever you need them. Here’s a step-by-step guide to help you set up an effective digital filing system for Continue Reading
As another tax season draws to a close (or a half for those on extension), it’s time to reflect on our experiences and gather insights for future preparation. Whether your tax filing went smoothly or you faced challenges, each season offers valuable lessons and opportunities to refine your strategies… Let’s review some key takeaways from Continue Reading
The parent-child relationship can be a delicate balance, and it can be especially challenging when a crisis strikes and the roles are reversed. Suddenly, adult children may find themselves in the role of caregiver for their aging parents, or parents may have to rely on their adult children for financial or emotional support. If you Continue Reading
Fintech is a term we hear a lot today and it’s not just something we can ignore. Fintech or financial technology It’s changing the world around us. Fintech has become the go-to solution for the world’s financial institutions. It has broken down boundaries and borders and impacts the way we do business. You might not Continue Reading
According to the Federal Trade Commission, nearly three million consumers were victims of financial fraud in 2021. While you may think it can’t happen to you, it can happen to anyone. Some people are more prone to being victimized. Four factors make some of the population more susceptible to financial scams. Read the full article Continue Reading
If you’re concerned about your personal finances, or those of a loved one, you may start feeling overwhelmed or stuck between a rock and a hard place. Improving your financial wellbeing can feel daunting, but there are some very simple actions you can take to start getting back on track right away. Start taking control Continue Reading