Updated: Jun 21, 2018
In this episode of the Dreamer’s Financial Playbook, we’re going to wrap up the money basics series by helping you protect your family and your business from Murphy’s Law and the fun little curveballs that life throws your way. It’s time to prepare for some emergencies!
We want you to have 3 things...
A healthy savings balance
The right insurance: Automobile, Health, Homeowners or Renters, Long-term disability, and Life
An estate plan
How having a little something extra in the bank can keep a minor inconvenience from turning into a financial crisis
My advice to client about what insurances to keep and what insurances to drop
How you can use an estate plan to protect your family long after you’ve transitioned
Tiana B. Clewis
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