Spring cleaning isn’t just for closets; April is also the perfect time to tidy up your estimated tax payments. Whether you’re retired, self-employed, or managing income from investments, making quarterly estimated tax payments can help you avoid surprises at tax time. But here’s something not everyone realizes: overpaying your estimated taxes could tie up money Continue Reading

Feeling overwhelmed by recurring expenses? You’re not alone! Subscriptions, bills, and auto-payments can add up fast—but managing them doesn’t have to be stressful.

We’ve put together a simple, 5-step guide to help you streamline your recurring expenses and take control of your budget with ease.

Ready to simplify your finances? Check out our latest blog post!

Wondering how to start managing your medical bills efficiently? We understand the struggle…  Between surprise bills, co-pays, and out-of-pocket costs, it’s easy to feel overwhelmed. But with a little organization and the right tools, you can make it a whole lot easier to stay on top of your healthcare expenses. Use the Right Tools Sometimes Continue Reading

The new year is here, and there’s no better time to tackle outstanding debts. At AFP, we believe a clear plan can help you turn financial stress into financial success. Here’s how you can create a debt paydown plan that works: Step 1: List Your Debts Start by laying it all out: balances, monthly payments, Continue Reading

Managing multiple accounts can feel like juggling more than just numbers—it’s a constant source of stress for many individuals and families. At Assurance Family Partners (AFP), we see how financial clutter can weigh people down. The good news? Consolidating and automating your financial accounts can turn chaos into clarity. Here’s why we think it’s worth Continue Reading

Is Your Financial World Feeling Scattered? Let’s Bring It All Together! Imagine having a single, easy-to-read snapshot of your entire financial life—your goals, income, expenses, and progress—all in one place. Whether you’re saving for a big milestone, managing daily expenses, or planning for the future, a personalized financial dashboard can help you stay on track Continue Reading

We get it, while many people have gone completely digital, some of us are somewhere in between and still love the feel of good old-fashioned paper. If you’re that person (like myself, Jeremy!), this guide is for you. Even if you have gone digital, some documents like passports, wills, trust documents, birth certificates and death Continue Reading

Feeling overwhelmed tracking financial deadlines? It’s a struggle many of us face. We all juggle birthdays, appointments, kids’ commitments and vacations on our personal calendars to stay organized, but when it comes to managing our finances, most of us are left scrambling at the last minute. Imagine how much smoother life would be if your Continue Reading

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

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