Making Money Fun

Last episode, we looked at New Year's Resolutions.  As we begin 2020 though, now is a great time to take a longer view of your financial situation.  This may include:Reviewing beneficiaries on accounts and life insuranceMaking sure you have enough life insurance coverage and checking the expiration dateChecking the investments of your retirement accountsReviewing your estate planReviewing your insuranceHiring someone to help if you need it!Resources:Heritage Financial WebsiteCall Heritage Financial at: (480) 397-1184