Helping people make smart financial decisions.
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In the last couple of weeks, I cannot count how many times a client has reached out to me asking about their life insurance. I get questions clarifying whether or not life insurance will pay if they die from COVID-19 (it will). I also have people asking me to help them get more life insurance in a hurry.
To kick-start 2020, I wanted to put together a list of 20 money tips for 2020 that you can strive to implement this year.
In over a decade of working with doctors and dentists, I have observed my fair share of the good, the bad, and the ugly when it comes to money moves. This should give you a good starting point for some things you can do to get your finances on the right track.
Lately, we have heard a lot about the gender pay gap. Well, there is another gap for American women that needs to be addressed: the gap in life insurance coverage.
September is life insurance awareness month, so we look at why life insurance is important and some considerations for those looking to purchase a policy.
Peggy Haslach offers a real life story of her experience with a disability and makes a strong case for the importance of women getting disability insurance, especially doctors.
We have all had the casual conversation about finances with a coworker/friend around the coffee pot or water cooler...and then proceeded to do what they did because it sounded like a smart idea. But was it really the smartest idea for us to implement for ourselves?
Disability insurance is one of the most overlooked and undervalued components to a successful financial strategy. Today we look at some facts about disabilities to bring awareness to the matter.
We have recorded over a dozen short videos covering various pertinent financial planning topics everyone should learn about. Read further to find out what topics we covered.
According to many of the bloggers out there, the HSA is the greatest investing account known to man. But is it great for everyone?
