Tip of the Month | June 2025

Review Your Insurance Policies

Written By: Nick Ziarek, CFP®, CFA

Just as the seasons change, so do your insurance needs. Major life events or changes in health can impact the type and amount of coverage that’s right for you. Take time to review your policies – whether it’s health, home, auto, life or long-term care insurance – at least once a year.

Keep an eye out for gaps in coverage such as increases in home value or if your life insurance is still sufficient to support your family’s needs in the event of an emergency. A little time invested now can help avoid costly surprises later.