blog posts

Ever wondered if you need a personal umbrella policy or what it covers? This (free!) class covers the basics and how to calculate how much coverage you should have.
Creating a Financial Plan

IN206: Personal Liability Umbrella Insurance

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by the orientation class HERE first for class orientation/overviews and HERE for more information

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Creating a Financial Plan

Long-Term Care Insurance Basics

It’s no secret that health care costs in the United States are growing at a rate much higher than inflation and have been doing so for well over the past decade. With the availability of life-saving procedures and advanced medical information that result in a longer life expectancy,

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Amazing resource to analyze disability coverage, including a spreadsheet to find gaps in coverage.
Creating a Financial Plan

IN205: Disability Insurance Basics

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by the orientation class HERE first for class orientation/overviews and HERE for more information

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Time's Not Money, It's Life.
Adjusting Your View Of Money

Time’s Not Money, It’s Life

At one point in my life, I bought into the saying that “time is money.”  Never was I more aware of the link between time and money than when I was a CPA stressing over tracking every minute I spent at work and allocating my time among

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Learn the basics of life insurance including types of policies and how to calculate just how much you need.
Creating a Financial Plan

IN204: Life Insurance Basics

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by the orientation class HERE first for class orientation/overviews and HERE for more information

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