Retirement Blog

Financial Cleanup

May 2, 2024

financial cleanup

Have you ever lost your wallet or misplaced a pocket full of cash? Few things are as frustrating as a moment’s lapse of attention leading to your money fading away. It is time for a financial cleanup!

Chances are that your current finances are full of bills and recurring charges that are automatically taken out of your account. This can be a convenient service that frees up time that would otherwise force you to review handfuls of bills. However, it is also common for subscriptions to continue charging money after you have stopped using the service and forgotten about the automatic charges. Many people also become frustrated when they find out that rates or charges have increased from their initial level. Some even find that they have accidentally created duplicate accounts that charge two or three times each month for the same services.

Modern problems have led to modern solutions. There are now plenty of trusted websites and mobile apps1 whose sole purpose is to scan your accounts to provide detailed and easy access to subscriptions. They have the added bonus of helping you unsubscribe if something you no longer want or need pops up on your radar.

As always, we are to answer any questions you may have about how to keep track of your finances and make sure none of your hard-earned money is slipping out the door. Contact us to schedule your complimentary consultation.

We are happy to help!

  1. https://www.forbes.com/advisor/personal-finance/manage-subscriptions/