Has this ever happened to you? A friend calls you up and asks you out for lunch or coffee so you can catch up. They offer to pay, so of course you say yes! You get there, sit down, and are enjoying the conversation, when all of a sudden they bring up life insurance. Wait, what? Where’d that come from? Here’s what to do when that happens.Read more…
5 Ways to Get Life Insurance
Posted January 17, 2017
Buying life insurance is almost never an enjoyable process. But if you have young kids, life insurance is one of the best ways to protect their financial future, ensuring that they’ll always have the financial resources they need. So, how can you get good life insurance at a reasonable price with as little hassle as possible? Here are five ways.Read more…
The Secret Power of the Health Savings Account
Posted August 18, 2015
What if I told you that there was a special type of savings account that not many people know about and that allows you to save money COMPLETELY TAX-FREE? What if I told you that this was the ONLY type of savings account that allows you to do this? Would you be interested in learning more about it? I thought so.Read more…
Why It Pays to Get Life and Disability Insurance BEFORE You Get Pregnant
Posted August 11, 2015
I recently ran into something with a client that I immediately knew was worth sharing here. As we worked to get her life and disability insurance, we found that she was too far into her pregnancy to get either. So in this post I’ll explain why it pays to get them early and what you can do if you find yourself in this same situation.Read more…
Avoid These 6 Common Insurance Mistakes
Posted April 28, 2015
When I work with clients, one of the first things I do is review their current insurance coverage. And while my clients are awesome and are already doing a lot of things right, there are some common mistakes I see popping up again and again. In this post we talk about some of those common insurance mistakes so that you can avoid them.Read more…
