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Insurance Apprehension

By Paul D. Brick, CFP®
Certified Financial Planner
Stambaugh Ness Financial Strategies

When we think of insurance, it often brings to mind many unpopular ideas. We consider the tragedy we would rather avoid or we cringe at the thought of readinga complicated policy.

Although insurance may be a dreaded subject, it is an important part of your financial plan. In some cases, insurance can be fairly straightforward. For example, if you want to drive a car or own a house, you need auto or homeowners insurance. Insurance gets tricky when owning the policy is discretionary. There are a myriad of policies and coverage levels, which can become overwhelming. At that point, rather than sifting through the information, it becomes easier to put it off for another time.

Nonetheless, it is essential to have proper insurance. Don't wait for a tragedy to discover you are not covered or that the coverage you selected is inadequate. 

Contact Paul at 717-757-6999 or 800-745-8233. You can also send him an email by using the form below. Paul is always available to help determine your risks and help select the proper policies. He can also provide a second opinion if you already have coverage.
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Comments:

Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.

IRS Circular 230 Notice: To ensure compliance with requirements imposed by the IRS, we inform you that any US tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.

Securities and advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Geneos Wealth Management, Inc is not affiliated with Stambaugh Ness.