Financial Accounts

It’s hard to keep up with all of the various types of financial accounts–insurance, retirement, deposit accounts, etc. Having a clearer understanding of how they work will help you keep organized and on top of your money.

  • The grass isn’t always greener on the other side. That old saying certainly applies when talking about switching auto insurance agencies.

  • Switching banks used to be as easy as opening up an account, depositing your money and closing the old account, but not so much anymore.

  • If you don’t have a beneficiary (or two) named on your financial accounts, you should go do that now. Not sure if you do? better go check!

  • Identity theft can happen to anyone at any time. Learn what it is, how to protect yourself & report id theft should you become a victim.