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Financial Organization tips- Alan Galvez InsuranceGetting organized is one of the top New Year’s Resolutions each year.  And while you might not be ready to organize your entire house, here are a few things you can do to quickly organize your finances!

 

Review Your Statements - Look over your bank and credit card statements for the past year.  While it’s great to check for mistakes on a regular basis, this time you’re looking for things that you pay for each month.  Those recurring monthly charges or fees can cost a lot if you’re not actually using the service.  Look for anything that you can cancel in the new year and put that money in savings instead! 

 

Check Your Credit - You should check your credit report at least once per year.  You’ll want to look for mistakes as well as see your credit score to determine how healthy your finances are.  Use a website like www.annualcreditreport.com to request a free copy of your credit report.  Sites like Credit Karma are also an easy way to estimate your credit score.  Your credit card company may also offer credit monitoring services. 

 

Make A Home Inventory - January is all about getting organized, right?  So what better time to document what you own in case you were to suffer a serious insurance loss (like a fire).  Grab your cell phone and make a short video of each room in your home, focusing on big ticket items.  Many times, it’s difficult for our clients to remember every little possession after the shock of a large claim.  You’ll be glad you took the time to make the videos if you ever need them.  Don't forget to download our mobile phone app to help you!

 

Organize your insurance documents.  Keep a file with a copy of your current auto, home, and life policies in one easy-to-find place.  When your renewal comes in the mail, you can throw out the old copies.  Some people also like to keep a copy of their life insurance with their attorney or in a fire safe.  We can always help you get a copy if you need it!

 

Backup Your Computer - This might not be directly related to finances, but it’s a good reminder anyway!  Take a few minutes to back up your computer, phones, and photos.  Use a tool like Dropbox or iCloud to securely backup your documents. 

 

Getting organized doesn’t have to be difficult!  Take care of these quick tasks and be on the road to financial wellness in 2016. 

 

Want to save money on insurance while you’re at it?  Give us a call today at 937.592.4871 or visit our website to request your quote. We serve Bellefontaine, Marysville, Columbus and all of Ohio for auto insurance, home insurance, life insurancehealth insurance and much more!

 

Posted 12:00 PM

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Alan Galvez Insurance
134 W. Columbus Ave.
Bellefontaine, OH 43311

 (937) 592-4871

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