In financial planning, we spend a lot of time thinking about, talking about and working toward long-term goals that are integral to attaining the life you want to live. An important aspect that sometimes gets ignored is protecting your assets and all that you’ve worked for from unexpected events. That’s where insurance comes in. Life insurance is a big part of that, but we’ll save that for another day. Today, we are going to cover auto, home and umbrella policies.
Alan Alderfer, CFP | June 22, 2024