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Tag Archives: financial planning
New Year’s resolutions can take many forms: a new diet, new exercise routine, or the end of your worst habit. The most common, however, involves financial wellness.
To help you stick with that resolution, here are a few helpful hints: Continue reading
When’s the last time you thought about the relationship you had with your financial advisor?
For most people, that’s not something that regularly crosses your mind. As long as your portfolio performs well and your advisor picks up when you call, there’s not much you should be concerned about, right?
Think about the last time you thoroughly examined your financial portfolio: did you assess all potential risks? Chances are you overlooked liability when conducting your financial review. Continue reading
How often do you look at the specifics of your insurance coverage as it pertains to your overall financial health? When’s the last time your financial advisor spoke to you about your insurance needs?
This is especially important for successful individuals and families, as many may have inadequate existing coverage or lack coverage entirely. If a catastrophic event were to occur involving your home, you could be paying out of pocket if the expenses exceed policy limits.
When was the last time you took a look at your insurance policies?
If you’re like the majority of folks, probably not very recently. Unfortunately, this could mean that your finances are not as protected as you may believe. Consider the fact that, over time, your wealth slowly builds, and properties and non-financial assets are accrued. As a result, your insurance coverage may need changed, and what worked last year might not work this year.