It is time for a financial check up

It is already February and many of us are getting ready to meet with our accountants. When preparing all tax information, do not forget to review your insurance.

Is the old life or disability policy meeting your needs today?

Should the beneficiary be changed?

Is your Long Term Care plan up to date?

Are you paying too much for car and homeowner insurance, overinsured, underinsured?

When was the last time you reviewed your retirement plan?

For a peace of mind, have a financial check up annually.

Lillian Sonnenschein, LUTCF