Tag: Risk Management & Asset Protection
Am I Adequately Insured?
Finding the appropriate mix of insurance policies to protect your financial life can feel like a daunting task. Financial advisor Dave Huber highlights some key points to help you understand the basics of insurance.
Financial Planning for First-Time Parents
While new parents initially plan for their child’s immediate needs, planning for the future is just as important. From setting up a college savings plan to naming a guardian in your will, here are a few things new parents should consider.
Planning for Long-Term Care
As life expectancy continues to increase, chances are you will need access to long-term care services as you age. Financial advisor Kevin Kingston outlines the basics of long-term care financing options in his latest blog post.
Planning for Long-Term Care Webinar
In this recorded webinar, Kevin Kingston and Christopher Ruedi reviews costs, benefits, drawbacks, and alternatives to long-term care insurance.
Women and Disability Coverage
You may be surprised that many women don’t have adequate disability coverage. Janet Petran talks about why disability coverage is especially important for women.
Five Tips to Avoid Being Over-Insured
Although it’s important to have insurance to protect against risks, there is a cost to being over-insured. Here are a few rules of thumb to prevent you from being over-insured.
Do You Own Life Insurance Policies and Annuities That You No Longer Need?
As your individual and family circumstances change, you may find that you own an annuity or cash value life insurance policy that no longer suits your needs. Financial advisor Don Duncan reviews a few ways you can repurpose such assets to play a more efficient role in your financial plan.