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Finding the Right Insurance Agent

Protecting your home and auto assets is an important piece to your LifePlan. But finding the right Homeowners and Auto insurance can seem overwhelming. Do you just go with what's easiest and choose someone you know? One way people navigate this complexity is by talking with an independent insurance agent. Independent agents are licensed to sell insurance products from multiple companies instead of being direct employees of just one company. Learn more.

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Medicare: Have You Overlooked Your Choices?

Two years ago I turned 65 and had to select a Medicare Plan. There are several levels of options that must be chosen and they can be very confusing. Keep in mind I have my insurance license and it still took me about two weeks to research and make a final decision. Learn more from my experience to determine if you may have overlooked your Medicare choices.

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Filling the Gap with Disability Insurance

Many people who feel the need to financially provide for their families "in case the worst happens" often seem to have only a vague idea of how to provide for them if they are unable to work for a time due an accident or extended illness. Learn how Disability Insurance is applied to determine if it's right for you in your "life planning".

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Find Help with Your Medical Bills

Despite over 90% of the United States population having some form of health insurance, medical debt remains a persistent problem. For people and families with limited assets, even a relatively small unexpected medical expense can be unaffordable. For people with significant medical needs, medical debt may build up over time with often no other option but making monthly payments as you can.

It can be understandably distressing trying to figure out how to pay out-of-pocket medical expenses — but it is important to understand all your options and to get financial assistance for medical bills as soon as possible. Check out these tips to help you in navigating your medical bills.

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Building Your Wall Against ID Theft

You lead a busy life and the danger of identity theft may not feel so urgent, so it's not a priority on your to-do list. Sound familiar? If you haven't found the motivation to address this issue, try breaking it down into smaller action steps. Each step taken toward protecting yourself against identity theft is a brick in a wall you build around the achievement of your future financial goals. Learn more.

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How SIPC Insurance Protects Your Brokerage Accounts

Did you know the Securities Investor Protection Corporation (or SIPC) offers insurance protection for brokerage accounts, similar to what the FDIC provides for bank checking and savings accounts? While brokerage firm failures are extremely rare, the SIPC will protect you. Learn more.

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Small Business Continuity Planning: Have You Safeguarded YOUR Business?

Seventy-five percent of business owners don't have a documented succession plan specifying what occurs if an owner or employee in a senior role dies or becomes disabled. Learn more about how to craft a strong business continuity plan that takes care of the business, its owners, and employees.

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Buyer Beware: Retail Therapy May Be More Costly Than You Know

Quarantines have resulted in a huge upswing of online shopping. But beware of the temptation to overdo your retail therapy. Here's what you need to know.

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Insuring Your Valuables Can Be Risky Business

Don't assume your valuables are fully covered under your homeowners policy -- Most limit or exclude coverage for artwork and collectibles. Learn more.

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