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Financial Wellness Tip: Avoid Overpayment with Estimated Tax Adjustments

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

Financial Organization Tip: Consolidating and Automating Financial Accounts

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

Financial Organization Tip: Creating a Digital Financial Calendar for Important Deadlines and Payments

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