by David Curtis, CFP®
An overlooked—and sometimes neglected piece of our financial armor—is homeowner’s, personal property and auto insurance. Without some urging, even some Moneta Group clients might overlook this key piece of their financial plans. It’s hard to consider the unthinkable: suffering a potentially disastrous event that could derail all your carefully made financial plans, but this form of risk management is an important part of every comprehensive financial plan.
