Insurance

Understand Why Before Deciding How

I recently sat down with a new client who needed help understanding her financial accounts. It takes two-way communication and objectivity to determine what investment strategy best serves a client’s needs. Essentially, you must understand why before deciding how. Unfortunately, this woman’s previous advisor did not take such actions. Several years ago this person recommended [...]

By |2019-08-14T13:59:44-07:00July 29th, 2019|Insurance, Investing|

Comparing Auto Insurance

Comparing auto insurance can be overwhelming. As a result, many people just pick a policy and stay with it. But pricing varies depending on your age, location, vehicle and even your credit score, so re-evaluating your options every few years is worth the effort. Here are a few points to consider: If you have undergone [...]

By |2019-08-14T13:59:44-07:00June 10th, 2019|Insurance|

Assessing Life Insurance Needs

No one wants to think about their death and how it will impact others. But, if you have anyone in your life who depends on you, you must think about it. While you can’t ease the emotional burden of your loved ones when you die, you can help alleviate their financial burdens. An important part of [...]

By |2019-08-14T13:59:45-07:00April 23rd, 2019|Insurance|

Understanding Liability Insurance

Liability insurance can protect you in the event of serious injury, property damage or other economic liability. Thus, understanding liability insurance is an important piece of your personal financial plan. One of the most common types of liability insurance is bodily injury and property damage for your auto coverage. It provides payment to others when [...]

By |2019-08-14T13:59:49-07:00July 1st, 2018|Financial Planning, Insurance|

Merits of Wedding Insurance

Have you ever thought about the merits of wedding insurance? According to a survey by TheKnot.com the average cost for a U.S. wedding is now more than $35,000. That’s also about the average price paid for a new car, according to 2018 figures from Kelley Blue Book. And few would argue the merits of car insurance. [...]

By |2019-08-14T13:59:49-07:00May 7th, 2018|Current Affairs, Insurance|

Protecting Your Business From Liability

Protecting your business from liability is critical. If you or your business provides professional services or advice, professional liability insurance can help protect your assets if you are ever sued. It covers financial losses suffered by third parties as a result of errors and omissions in your services (it is also sometimes called E&O insurance). [...]

By |2019-08-14T13:59:52-07:00September 6th, 2017|Insurance, Small Business|