Insure Now, Spend Less In Crisis, Worry Less Daily

Summer is soon approaching (finally) after a prolonged chilly Spring. It’s time to clean up. Old sweaters will be gleefully packed away, and it’s worth taking a quick 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


Get your taxes in order. This ensures you’ll be in good standing with the IRS. Visit for checklists and more resources and consider connecting with a CPA in your state for personalized advice which could potentially save you stress if not monetary savings. 

 Financial Changes in the Near Future

Are you planning on expanding your family? Taking in a family member? Moving? Changing careers? Planning to care for an older family member? Contact a certified financial planner to help you navigate your financial story with future planning as the focus of your conversation. 

Proactive Savings Goals

Because of the pandemic, we’ve seen individuals of all ages and backgrounds with bigger savings goals than we’ve seen before. 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. Investigate a second income stream with remote work if your field allows for the opportunity to teach others virtually.

Tools to Help

By tools, we mean certified experts! Contact us to start forming your trusted team with tax, real estate, insurance, and financial management experience to help with your holistic business management. 

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 or after an unexpected crisis.

Keeping your obligations in order pays off dividends when an unexpected circumstance comes knocking. We suggest to all our clients: allow let us to 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’s activity.

We fully support clients with personalized insurance needs for their lifestyle and situation.

J.M. Whitney Insurance and Co. 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 needs. 

If you liked this blog, stay tuned for more from J.M. Whitney Insurance!

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