How often do you review your property insurance with your agent or get a second opinion? In this month’s Vlog, Michelle shares some tips to help save your money.
Use HSA’s for Maximum Impact
An HSA ((Health Savings Account) is one of the few tax benefits that did not change with TCJA 2017. Tax-wise, they are superior to 401k’s, IRAs, and Roth IRAs because you get a Continue reading
What do you need to know about your SPD?[VIDEO]
Your Summary Plan Description (SPD) is the rule book for all retirement accounts offered to you by your employer. Sadly, many employees do not know how to read their SPD or its importance. In this month’s video, Michelle gives you important features to look for in your employer’s SPD.
Also read Johanna’s companion blog post, It’s Open Season!
Protect Your A$$ets [VIDEO]
Could you be wiped out if someone has an accident in your rental property? How about in your own home? Michelle talks about steps every property owner should take Continue reading
Disability Income Insurance Contracts 101
[Editor’s Note: This is a guest post from Scott Nelson-Archer, CLU, ChFC, owner of MD Financial Services, Inc. His firm specializes in disability insurance for physicians including “Own Specialty” . I received no payment for this post and like all guest posts, was judged on value of content alone] Continue reading
Who Needs Umbrella Insurance?
Not sure if umbrella insurance is right for you? In this video, Michelle explains Continue reading
The 3 advisor licenses that matter
In the last 10 years or so, there has been an explosion of new financial designations. Continue reading
How to run out of money in retirement
What could be more humiliating than having to go to your adult kids, hat in hand, to ask Continue reading