1. Money

Protect What You Have


You've worked hard to build wealth and put your finances in order, so don't leave your financial security to chance. Saving, investing, and planning for the future won't mean much if it's all taken away due to an unforeseen emergency. Make sure you have protection where it's needed while not paying more than you have to.
  1. Insurance
  2. Planning for When You're Gone


One of the easiest ways to protect your assets is with insurance. You can insure your home, car, income, health, and even your own life. Insurance may just seem like an added expense in your budget, but if you ever need to rely on your insurance you'll soon realize how important it is to your financial plan.

Planning for When You're Gone

What happens to your money when you die? Do you have any plans to leave assets to your heirs or to a charity? Unless you plan ahead you might not get a say in how your assets are distributed once you're gone. While this isn't a topic most people like to think about, it's one of the most important aspects of a financial plan. You want to make sure that your loved ones are taken care of once you're gone.

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