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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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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Learn the best way to track your medical expenses and claims. This includes a free downloadable spreadsheet to make sure you keep track of all your medical expenses!
Financial Tools & Resources

Tracking Your Medical Expenses & Claims

Now that we’ve completed the basics of medical insurance, we need to talk about something related that is so, so important.  Do you keep track of your medical bills and compare them to what your insurance company says you owe before you make the payments?  This is especially important

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Learn the basics of medical insurance including premiums, deductibles and the how to choose the plan that best meets your needs.
Creating a Financial Plan

IN203: Medical 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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Everyone should have a household inventory. Love this spreadsheet!
Creating a Financial Plan

Complete Guide to Creating a Household Inventory

As part of our international move preparations, we were required to prepare an inventory of all of our household belongings.  I had already filled out mounds of paperwork by this point in time and was not thrilled with the tedious task of going around my house room

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Learn the basics of homeowner's insurance. What does it cover? What limits should you obtain for coverage? How does the deductible work?
Creating a Financial Plan

IN202: Homeowner’s 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

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Learn the basics of auto insurance including what the terms means, how much liability coverage you need, whether you need collision and comprehensive coverage and choosing your deductibles.
Creating a Financial Plan

IN201: Auto 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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