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Insurance

When You Need a Financial Specialist

Watch this video on YouTube I believe strongly in the value of financial planning and of working with a fiduciary planner who acts in your best interests. However, a planner is not necessarily the only money professional you may need to maintain your financial...

Get More Homeowners Insurance Protection With Home Inventory

Watch this video on YouTube In my experience, the number-one reason people engage a financial planner is to sleep better at night. That doesn’t mean planners give advice on what kind of mattress to buy. The sleep aids we provide are more about peace of mind. For...

Considering Long Term Care Insurance

Watch this video on YouTube Knowing how long you may live is an important variable to consider in putting together a successful retirement plan. Many online sites can give you a scientific estimate of your life expectancy; one that I recommend is livingto100.com. When...

When to Say Yes to Car Rental Insurance

Watch this video on YouTube Many travelers, including me, rarely purchase the insurance offered by the car rental company. The daily charge of $20-$40 is expensive, and the coverage often unnecessarily duplicates that provided by your credit cards and personal auto...

Insurance Guaranty, Protect An Annuity

Watch this video on YouTube My first at bat in Little League baseball didn’t go well. I was hit in the head with an errant pitch. Every at bat thereafter, I would close my eyes and flinch when the ball came whizzing by. Needless to say, my baseball career was...