Shark Tank Protection 2

I’m Miriam Neff and I’m Valerie Neff Hogan with Wise Women Managing Money.

M Financial transitions attract sharks to your world.  Did you just inherit money?  Has death of a loved one resulted in you receiving life insurance money?  Very likely someone notices who does not have your best interests at heart.

V Mom, you were constantly called by a supposedly reputable person who had a definite plan for life insurance you received.  It was a costly product that you did not need.  Transition times are shaky.  Don’t commit.  Say ‘No!’  Contact a trusted advisor to walk you through necessary decisions. Bring a trusted friend to meetings. 

M You can’t keep sharks out of the tank, but you don’t need to feed them.