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Accounting, Insurance & Estate Planning
Looking for a trustworthy home, business or auto insurance agent? Need some help managing your family finances, taxes or estate planning? Email me to request a referral from my network of trusted agents, attorneys and CPAs. These are people I work with personally and trust with my own family and financial planning.
Modern SimpliSafe Home Security
SimpliSafe is a customizable, easy-to-install home security system offering flexible monitoring options, including DIY or professional service, with no long-term contracts and remote access via its mobile app.
My clients get 50% off their subscription and a free indoor security camera!
Classic ADT SmartHome Advantage Program
Top-tier home security and automation with discounted or free installation for my clients. This service includes a state-of-the-art encrypted wireless system with video monitoring, a touchscreen smart panel, complimentary starting equipment with an extended warranty, professional installation, a Theft Protection Guarantee, potential homeowner’s insurance discounts, and direct, personalized support. Email me to request a referral.
Get Your Real Estate License
Earn a living while helping others achieve their real estate goals; become an agent yourself or get paid for the referrals you send me! Take the course with my favorite and the #1 online real estate school in Massachusetts, Connecticut & New Hampshire: Freedom Trail Realty.
Checkout my video about getting your license in just 6 weeks and my study guide here.
Chase is My Favorite Credit Card
Starting a new business or need a better points program? You'll want a Chase card, for sure. I've been shopping with Chase for two decades and would go nowhere else for my personal and business needs.
Personal Card Bonus Offers - Earn 60,000 bonus points with either Chase Sapphire® card.
Business Card Bonus Offers - Earn 90,000 bonus points with the Ink Business Preferred® card or up to $1,000 bonus cash back with the Ink Business Premier℠ card, Ink Business Unlimited® card or Ink Business Cash® card.
Amazon Prime Chase Card - If you're like me and use Amazon for a lot of your purchases then you'll want to be sure to have this no fee card that offers 5% cash back on all Amazon and Whole Foods purchases! Click here to apply for the card and enjoy the $100 bonus gift card on me! (PS - this is a Chase card too!)
A Better Phone Plan
Is probably not one you've heard of but I guarantee it's a better deal than you'd expect! I've been using Google Fi since it's inception in 2015 and it has far and exceed my needs for half the price of any other plan. While unlimited data prices might be cheaper elsewhere, if you're like me and don't use much mobile data, you could spend as little as $55-65/mo for two lines!
Check out the options here and enjoy a $60 statement credit on me.
Google for Business
If you're a small business owner like me, you'll be looking for a secure and reliable email and cloud provider. Google is huge for a reason and they're who I rely on for my business. If you're thinking of making a change or starting a new account, click here to learn more.
Opt Out of Credit & Loan Offers
When applying for a pre-approval or a loan, banks and lenders are required to collect a lot of information about you. This makes sense, since they're about to loan you hundreds of thousands of dollars! What doesn't make sense is that they're allowed to then share the fact that you are looking for a loan with third parties who also want to give you a loan, a new credit card or whatever else.
While the lending officer themselves takes no part in this, the fact remains that you will begin to receive lots of offers in the mail during your home search from many different companies, banks and services. Once you buy a home you'll get lots of mail as well; scams trying to tell you to insure your deed (don't do this!), people that want to clean your chimney (a good idea for any new home!), landscapers and even banks that are ready to help you refinance your brand new mortgage.
While you can't stop it all, you can at least stop some of it by submitting your application at the FTC's Opt-Out website OptOutPrescreen.com. Sadly most important government websites look sketchy but if you're worried, just go to https://consumer.ftc.gov/articles/how-stop-junk-mail and see for yourself that it's the official site.
The benefit of doing this before you pre-approval is that if you decide to shop around for other loans, the lender you made your first application with won't get pinged when you do so.
Stay safe out there and if you ever get a call, email or letter about a property you just bought and you're unsure if it's real - give me a call! I'd be happy to help you sift the scams from the real service providers.
