Tag: Insurance

Step 2: Financial Planning (Investment) and Painful Lessons

Step 2: Financial Planning (Investment) and Painful Lessons

Not too long ago, I reviewed my family’s insurance policies and financial investments, and I have some thoughts to share — from the insurance audit in the previous post to painful investing lessons in this post. This is part of a series about planning for 

Step 1: Financial Planning (Insurance)

Step 1: Financial Planning (Insurance)

When we are well and alive, it’s important to make plans for unpredictable life events, especially when we have many or young dependents. Financial planning is the first step in my effort to plan for the future. Recently, I reviewed my family’s insurance policies and