Budget review
Spring clean your finances, too.
As we spend more time at home, now's a great chance to do some spring cleaning on your finances. Here’s a list of good places to start:
- Review your spending plan from last year and adjust it for the rest of 2020 – or if you don’t have one, make one.
- Consider your subscriptions and other automatic payments. Are you paying for things you don’t use?
- Take another look at your insurance policies to make sure you’re getting the best rates and discounts.
- Where possible, switch to electronic statements and communications to remove paper clutter from your home. Having your documents available online reduces the filing you have to do and allows you to access them from anywhere.
- Ask about loyalty discounts and special promotions. There may be new offers from merchants or providers you use regularly.
- Talk to a financial advisor. A professional can offer guidance on your spending plan and help you meet your financial goals.
We know times are unpredictable right now, but we're still here to assist you with your financial needs. For more tips on how to save and budget your expenses or to talk about your individual financial situation, fill out the form below.