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Should I have an investment account or an insurance policy?

April 24, 2022
Shannon

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Do you know or have you thought about whether you should have an investment account or an insurance policy? On today’s Money on Your Mind series, we are answering the question! As always, without knowing your full financial picture I can’t specifically answer which one but you should consider both.

Disclaimer: We will not be delivering direct advice to your financial situations. These segments will be made available as educational resources for you to take back to your personal board of directors – financial planner/advisor, accountant/tax preparer, and/or attorney.

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