5 Finance-Managing Tips For Summer

Now that summer is here, it can be easy to lose sight of managing your finances properly. Before you find yourself with a financial mess…

Use these 5 tips to help you keep your financial life organized and on track during summer:

Summer Tip 1. Set up as many of your bills on auto pay as possible. This will ensure that you will never be late or miss a payment… even if you go on a vacation or travel to the mainland and forget about a bill.

Summer Tip 2. Change all passwords of your banks and online financial accounts.

Summer Tip 3. Update your Will and Trust accounts if you have them. If you don’t have one set up yet, now is a great time to get one.

Summer Tip 4. Switch to managing all of your bank statements, taxes, insurance and bills electronically.

Summer Tip 5. Store all of your important financial documents in a secure offsite facility in the cloud, or on a flash drive that you can keep in your safe or safety deposit box.

Follow these tips, and you’ll never have to worry if you paid a bill or not, while you’re in the middle of your family vacation.

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