The new year is an opportunity for us to get organized and start on the right foot!
We’ve compiled some considerations to help everyone start the year.
Review your spending
Did you have savings goals for the year? Now is a great time to review your spending and look for opportunities to save money. Perhaps it’s a better deal on your family’s cell phone plan or cancelling an unused subscription. In addition, a quick review of your credit card statements may reveal savings for you.
Set a budget
There are many great apps to help get you and keep you on track. Click here to check out some options.
Organizing important documents
Do you have all your investment, life insurance, banking information, will or other personal documents well organized? Do you have a fire-proof safe or a safe deposit box? Does a trusted person have access to these files if something happens to you?
What aren’t you doing?
Have you put off getting
life insurance? Creating a will or making final arrangements? Obtaining extra
health coverage? Make a list of things you’ve put off and then an action plan to accomplish them!
Insurance considerations
If we can help you with any of these questions, please reach out to us: 1-800-679-2640 or email:
info@easyinsure.ca.
Streamlining and organizing your personal matters now will give you the feeling that anything is possible with a fresh start!