Insurance is designed to make you whole if the unexpected should happen. While banks and mortgage companies require us to have homeowners insurance, you may not have it if you are renting. Given the cost, Renters Insurance provides a huge value. Karina Moretz, ChFC®, shares her story of how Renters Insurance saved them thousands. Pre-Insurance Once upon a time I … Read More
Build Your Financial Planning Tower
Building a Financial Planning Tower may seem like a lot of work. Any time you are building something, you want it to be strong so it will last. The top layers need to stand on a sturdy foundation so it won’t topple or break. This is equally true for financial planning. Let’s explore how to build a financial planning tower … Read More
Have You Covered Your Ass(ets)?
What is your biggest asset? When I ask this question to prospective clients, most respond that it is their house. Others say it’s their retirement savings account. I contend that your biggest asset is your ability to earn money over your lifetime. Without that, all of your other assets disappear. You probably have insurance on your home and car, and … Read More