THE INSURANCE SERIES | PART 4 LONG-TERM CARE INSURANCE Today I want to talk to you about a very important piece of a financial plan, that I find a lot of people are missing: Long Term Care Insurance. Long Term Care Insurance is a type of insurance that will help cover the cost of
THE INSURANCE SERIES | PART 3 DISABILITY INSURANCE Today, let’s talk about disability insurance. I find that this is a common missing piece to many of my clients’ financial puzzles. If someone is dependent on your income, or you are dependent on theirs, and there aren’t enough assets to cover everyday costs should a
THE INSURANCE SERIES | PART 2 LIFE INSURANCE Today, I want to talk to you about Life Insurance. Life insurance has multiple uses, including charitable giving, covering your heirs estate taxes upon your death if you have significant assets, and even building cash value for the purposes of saving for college and retirement. But for
THE INSURANCE SERIES | PART 1 IN A NETSHELL Today is the first video in a four-part series about insurance. I know that it’s not everyone’s favorite subject because a lot of us dread spending money on something we may never use, but insurance is a necessary part of having a comprehensive financial plan.
