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 insurance

Making sure you have enough life insurance coverage and checking the expiration date

Checking the investments of your retirement accounts

Reviewing your estate plan

Reviewing your insurance

Hiring someone to help if you need it!

Resources:

Heritage Financial Website

• Call Heritage Financial at: (480) 397-1184