Insurance & Risk Management

Risk Management

The process of identifying, assessing, and controlling threats to your financial security and goals.

Also known as: risk mitigation, risk control

What You Need to Know

Risk management involves identifying potential financial risks, evaluating their likelihood and impact, and implementing strategies to mitigate or transfer those risks. In personal finance, this includes deciding between self-insurance (saving money for emergencies) vs. insurance (transferring risk to an insurance company).

Types of Financial Risk:

  • Health risks: Medical emergencies, disability, long-term care
  • Property risks: Home damage, car accidents, theft
  • Liability risks: Lawsuits, accidents you cause
  • Income risks: Job loss, reduced hours, career changes
  • Investment risks: Market volatility, inflation, concentration

Risk Management Strategies:

  1. Avoid: Don't take unnecessary risks (e.g., don't drive without insurance)
  2. Mitigate: Reduce risk through prevention (e.g., regular health checkups)
  3. Transfer: Use insurance to shift risk to a company
  4. Accept: Self-insure for risks you can afford to bear

Example: Pet ownership involves health risks. You can self-insure by saving $100/month in an emergency fund, or transfer the risk by paying $50/month for pet insurance. The choice depends on your risk tolerance and financial capacity.

Effective risk management balances protection with cost, ensuring you're prepared for life's uncertainties without overpaying for coverage you don't need.

Sources & References

This information is sourced from authoritative government and academic institutions:

  • naic.org

    https://www.naic.org/consumer.htm