Dear Valued Member,

As we shake off the winter frost and head into March, we welcome spring. With it comes warmer temps, blossoming flowers, and for some of us, spring cleaning. It’s a time to put away cold weather gear and clear out clutter. But let’s not overlook an opportunity to do some financial spring cleaning. Just as dust collects in the corners of a home, “financial dust” accumulates in our lives. Taking a moment to look over your finances can provide a moment of clarity and control.

Start by going over your recurring expenses and “zombie” subscriptions. We’ve all signed up for a free trial that we forgot to cancel or subscriptions to a service we no longer watch. High-interest debt is another area that benefits from a good seasonal scrub; consider a balance transfer or debt consolidation loan to help pay back your debt faster. By eliminating these small leaks, you can redirect those funds toward your actual goals—like a summer vacation or a beefed-up emergency fund. Give us a call. Our team is here and ready to help you clear up your financial clutter.

Finally, it is tax season, which unfortunately means a surge in fraudulent activity and tax scams. If you receive a call, text, or email that sounds suspicious or demands immediate payment, please hang up or delete it immediately. Remember, official agencies like the IRS will never initiate contact with you by phone or social media to request personal information and neither will we. If you receive a call asking you for your online banking credentials and/or your password, please hang up and call us back.

Sincerely,
Massud Zahir,
Chief Experience Officer