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Investing Specialists

Should Insurance Be a Part of Your Financial Plan?

While you shouldn't pay for insurance you don't need, long-term-care and umbrella policies may make sense for some.

In my 40 years of tax and financial planning, I don't think I ever had a client sit down in my office and say, "We really need to talk about my insurance."

While the focus is usually on portfolios, Social Security, and withdrawal strategies, questions around insurance are worth careful attention as well.