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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...

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...

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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...

Is Your HSA a Stealth Retirement Account? Find Out Here 

Have a High Deductible Health Plan (HDHP)? Maybe you chose it for the lower premiums, but now you're wondering how best to manage those higher...

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...

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What Is Renters Insurance Coverage & What Does Renters Insurance Cover?

As a renter, it is essential to understand the importance of having renters insurance coverage. In the event of an accident or damage to...

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...

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...

Need Help Choosing The Best Types of Disability Insurance for Individuals?

Are you prepared for the unexpected? Have you considered what would happen if you were suddenly unable to work due to a disability? It's...

How to Slash Your 2026 Health Insurance Premiums: An Insider’s Guide

As a financial planner for over 25 years, I’ve seen more household budgets broken by health insurance premiums than by any other expense. It’s...

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...

Is VGLI Worth It? A Planner Exposes the Truth About Your Veterans Group Life Insurance

As a financial planner with nearly 30 years of experience, I’ve had the privilege of guiding hundreds of military families through the complex transition...

The Ultimate Guide to Social Security Survivor Benefits (2026)

As a financial planner with almost 30 years of experience, I've sat with countless families in the quiet, overwhelming days after losing a loved...

How to Actually Find Someone’s Car Insurance (and Why Most Online Lookups Fail)

The screech of tires, the crunch of metal, and the sinking feeling of a car accident as you watch another car speed away. that’s...