Confirming Adequate Property and Casualty Insurance

When is the last time you thought about your homeowners and auto insurance?

If you are like most people, it was probably the last time you had to file a claim, which hopefully was a long time ago!

Property and casualty policies often operate in the background of our lives, quietly providing protection for some of our most valuable assets. They are not something we often think about, but maintaining proper coverage is an important strategy to address risk and a fundamental aspect of any financial plan.

With real estate values surging and inflation driving up the price of used automobiles, there is no better time than now to take a closer look at your homeowners and auto policies and confirm that the coverage you have in place is adequate.

We have prepared this checklist to help with your review so that the next time you do have to file a claim, there won’t be any surprises:

Judson Meinhart, CFP®, BFATM, MBA
Senior Financial Advisor, Manager of Financial Planning


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