2017 is winding down and 2018 will be here before you know it. Various web sites and blogs will soon be posting articles and tips on end of year financial planning and moves to make before the new year arrives. Some will address tax moves you can make now, while others address rebalancing your portfolio, opening an IRA, and steps to improve your financial position for 2018.
This sparked my thinking about what advice I’d give on the insurance side of personal finances to help you confirm you’re adequately covered and hopefully pay less than you did this year! So get out your policies, flip to the declaration pages, and let’s see what we can do in 30 minutes or less!
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