Financially Clean
Insure Now, Spend Less In Crisis, Worry Less Daily
Summer is approaching, and the world is opening up. It’s time to clean house, with everything. Old shoes, that old rug you don’t want to look at, and also taking a close-up look at your finances. Insurance policies, investments, and more. Now is the time to ask yourself, am I missing anything?
In which areas can I save even more?
Our Financial House “Cleaning” Checklist
Taxes
Get your taxes in order. This ensures you’ll be in good standing with the IRS and eligible for any stimulus checks the government may be able to pass this year. For the most common questions received this year, check our our other blog: Link to tax-article
Financial Change Projections
Are you planning on expanding your family? Taking in a family member? Moving? Changing careers? Contact a certified financial planner to help you navigate your financial story with future planning as the focus of your conversation. Check out just one of our affiliated financial planning experts, like Chris, who is based out of Waltham. (link to cc.com)
Prepper-Level Proactive Saving Goals
The global COVID-19 Pandemic put “doomsday prepper” in a whole different light. We’ve seen individuals of all ages and backgrounds with bigger savings goals than we’ve seen before, and it’s no wonder why. Let us see how much you can save on your insurance policies so you can put that cash into your rainy day fund. Take a look at any recurring subscriptions you may have too; those can add up if left unchecked or worse forgotten about.
Tools to Help
By tools, we mean certified experts! Contact us for your insurance needs. Find a local trusted CPA to help with your taxes each year. Find a local financial advisor to assist with your retirement and estate planning. Use our team’s expertise for your real estate needs and goals. There’s a reason why the saying exists, “If you want to go fast, travel alone. If you want to go far, travel together.” For a complimentary quote, contact us and fill out this quick contact form.
Avoiding Pain
Do the work now, so you won’t have to when you’re sick.
Keeping your house clean pays off when an unexpected guest shows up. Similarly, we suggest to all our clients- let us help you keep your financial house in check so when a pesky guest like a bad month or another pandemic hits, you’ll be okay.
Please let us know how we can best serve you in your personal or business insurance needs or have any questions related to your business’ activity.
J. M. Whitney Insurance is an independent insurance agency located in Watertown, Massachusetts. Give us a call, stop by, or request a quote online to find out how much we can save you on your insurance.
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