Stay on Top of Recurring Expenses to Make Sure You Aren’t Losing Money

May 7, 2024

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. 

Chances are that your current finances are full of bills and recurring charges that are automatically taken out of your account. While this can be a convenient service that frees up time that would otherwise force you to review handfuls of bills, it’s also common for subscriptions to continue charging money after you’ve 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 or 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 and 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 with the added bonus of helping you unsubscribe if something you no longer want or need pops up on your radar.

As always, we’re here for 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 at Consha Financial at 678-539-9518 to begin your quest for more financial know-how.

Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 

Investing involves risk including the potential loss of principal. Any references to [protection benefits, safety, security, lifetime income, etc.] generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Insurance products are offered through the insurance business Consha Financial. Consha Financial is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Consha Financial are not subject to Investment Advisor requirements.

This blog is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.