Insurance

An Advisor’s Guide: 5 Secret Tactics Your Home Insurance Adjuster Hopes You Don’t Know

Are you currently dealing with the murky waters of a home insurance claim? If so, you might have already encountered some frustrating tactics used...

Complete Life Insurance Guide – What You Need to Know About Life Insurance 2025

When it comes to life insurance, being prepared is crucial. While it may seem like a complex topic, having the right coverage can provide...

An Overview of Insurance – The Ultimate Guide, Everything You Need to Know (2024)

Did you know that according to a study 55% of Americans don't fully understand their insurance policies? If you're part of this statistic, you're...

An Insider’s Guide to Buying Import Car Insurance (Without Getting Ripped Off)

In my near 30 years of advising clients, I saw two kinds of import owners. Those who beamed with pride, knowing their prized possession...

Emergency Loans for People on Disability: A 2025 Guide to the Safest Options

When you're living on a fixed disability income and a financial emergency hits, a car repair, an unexpected medical bill, the stress can be...

The Social Security Disability 5-Year Rule: Which One Applies to You?

As a financial planner with almost 3 decades of experience, I’ve seen few things cause more anxiety than the dense jargon of Social Security....

Exotic Car Insurance Companies: A Financial Planner’s Guide to Policy Secrets

Last year, a client called me minutes after his brand-new Ferrari Roma was sideswiped. His first question wasn't about the damage, but about the...

Social Security Survivor Benefits: What Seniors & You Need to Know!

As a financial planner with almost 30 years of experience, I've witnessed firsthand the emotional turmoil families go through after losing a loved one....

Life Insurance For Seniors: Why & How to Choose?

You've worked hard, saved diligently, and now you're enjoying retirement. But have you considered life insurance as a senior? It might seem counterintuitive, but...

Car & Auto Insurance: What You Need To Know 2024

Hey there, fellow drivers! You have questions about car insurance? If you're like me, you probably dread the thought of dealing with car insurance....