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 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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