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27 Jul Is Pet Insurance For You?
A few years ago, my family decided to adopt two new kittens. We have always had cats in our family. They usually live relatively long lives, but ultimately, they seem to come down with either Thyroid issues, Diabetes or Cancer. Most of these can be...
01 Feb Retirement Budget and Lifestyle Achievement: The Backwards Approach
Not a day goes by that I don’t ponder my own retirement and lifestyle. Like many other baby boomers, the light at the end of the tunnel is in sight and it’s a little scary. So how does one person or a couple prepare for...
14 May Considerations for Long-term Care Insurance
Long-term care costs are expensive. You might not know exactly what kind of care you’ll eventually need, but you can get a sense of how much it would cost. One of the resources I look at to estimate costs is the Genworth Cost of Care...
13 Nov Health Insurance Open Enrollment Deadlines
For most people, health insurance open enrollment or re-enrollment is an annual adventure. What happens if you miss the deadline? Deadlines have been narrowed. This year it’s December 7th, 2018. You have been on an Affordable Care Act (ACA) health plan, but you blew it....
13 Apr Federal Employee Professional Liability Insurance
Many of our clients are federal employees. Work-related publications like Federal Times and Government Executive, plus federal union publications all tout the need for professional liability insurance. Of course, the providers of such coverage tend to write the most articles extolling the benefits of this...
13 Apr Umbrella Insurance – A chat with Shannon Stiles
What is the Money Date? A weekly time to check in. 3 things we review and update: 1. Spending 2. Earning 3. Savings For this week’s Money Date, we’ll talk to Shannon Stiles, an insurance agent. Anna and Shannon talk about insurance policies with an emphasis...
09 Apr Live with MainStreet – EP 23 – Insurance Coverage
Insurance Coverage Jim and Anna answer client questions on insurance coverage. This month’s questions include: Isn’t it better to be debt free and save the money destined for premiums so you have two years’ worth of needs in your emergency fund? Would you be better...
23 Feb Daily Juice – Why do you need insurance?
Welcome to the Daily Juice Show, where we discuss just one “ingredient” of the complex money topics you face. We are all familiar with outsourcing risk that we can’t pay for to insurance companies: home, auto, life, disability, health, etc. One important reason to buy...
