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Insurance

Biohazard Insurance a Must for Rentals

Watch this video on YouTube The call I recently received from a distraught client dealt with a disturbing question I’d never heard in all my 45 years of owning and selling real estate and my 35 years in financial planning. “Rick, my tenant committed...

International Car Rental Insurance Not Always Trouble-Free

Watch this video on YouTube When traveling in the US, I rarely purchase the insurance offered by car rental companies. By paying with a major credit card, you will typically have all the insurance coverage you need and save $20 to $50 a day in unnecessary charges. I...

How Much Life Insurance Do You Need?

Watch this video on YouTube Life insurance is an important financial planning resource. However, it is not meant as a source of income. Its primary purpose is to provide the means to replace income or to pay taxes or debts. Not everyone needs life insurance. Once you...

Three Things to Know About Life Insurance

Watch this video on YouTube Here are three points about life insurance that many life insurance salespeople would prefer you not to know: 1. Not everyone needs it. 2. Those who most need it are often least able to afford it. 3. It is not a good investment. Let’s take...

Do You Need Long-Term Care Insurance?

Watch this video on YouTube Do you need long-term care insurance? If so, how much do you need? These are not easy questions to answer. Adequate insurance coverage is foundational to good financial planning. Most of us insure our car, house, personal property, health,...

Risks of Financial Advice from Family and Friends

Watch this video on YouTube Here’s a risk to your financial health that may surprise you: following poor financial advice or buying expensive investments from relatives and friends. There are two reasons for this. First, we tend to trust and rely on people we...