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
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
From Chaos to Clarity: Create a Simple Spreadsheet for All Your Recurring Charges We get it. It’s easy to lose track of auto-payments, renewal dates, and scattered bills—especially when juggling multiple accounts. Between streaming services like Netflix, Hulu, or Max, newspaper subscriptions, monthly medication deliveries, and recurring donations, things can get messy fast. The good Continue Reading
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