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Insurance Planning
Insurance helps protect your assets or your income at all life stages—whether you get life insurance to help your family pay the bills if you die early, disability insurance if you get sick or injured and are unable to work, homeowners insurance to help repair your home and replace your possessions after a disaster, auto insurance to fix your car after an accident and provide liability coverage, or health insurance to cover your medical expenses.
What to Understand When Buying Life Insurance Coverage as a Young Professional
According to a recent study from the Life Insurance Marketing and Research Association (LIMRA),* more than half of all millennials (those between the ages of 24 and 41) have no life insurance coverage at all. The study says that 35% of millennials don’t own policies because they think life insurance coverage is too expensive, and another 45% think they would not qualify for coverage. The LIMRA study shows that 8 in 10 millennials overestimate how much life insurance would cost them. Typically, under $300 annually. As far as not qualifying goes, millennials often qualify easily since the younger you are, the less likely you are to have health issues that would preclude coverage.
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Creating a Budget for Your Child’s Medical Expenses
It is important to have a plan in place for potential medical expenses. A CFP® professional can help you evaluate your family’s health care needs and create a comprehensive financial plan that covers your medical expenses today, as well as your potential future costs.
What LGBTQ Needs to Know Before Incorporating Insurance in a Financial Plan
Insurance should be accessible to everyone. All lesbian, gay, bisexual, transgender, questioning, and/or queer (LGBTQ+) people should be able to purchase insurance policies without issues, but we know that this is not the experience in our community. The meta description has a nice length.
A Quick Insurance Guide for LGBTQ
Insurance can feel daunting for many of us — particularly if you’re a lesbian, gay, bisexual, transgender, questioning, and/or queer (LGBTQ+) individual who has concerns about fully being understood by insurance providers. Or you are single and don’t think you need it.
Preparing Financially for a Baby
If you're thinking about having a child, there are a lot of financial implications to consider. Bring your newborn into the world knowing you feel financially confident with these tips to prepare.
Establishing a Positive Financial Legacy: The Importance of Estate Planning
Estate planning isn't just for the wealthy. Having an estate plan ensures our loved ones will benefit both economically and psychologically when we pass.
Financial Tips for Health Care Planning
Make sure you fully understand the health insurance choices available to you to find the right fit for your situation.
Insurance and Your Financial Plan
Insurance provides payment due to loss of life, income, assets or future earning potential.
Understanding Medicare
Medicare is a valuable source of health insurance for people 65 and older, and for some younger adults with permanent disabilities.
How to Choose the Right Health Insurance Plan
Selecting health insurance is an important decision for everyone that requires careful consideration.
World Financial Planning Day: The Top 5 Reasons You Should Work With a Financial Planner
Working with a CFP® professional can help you build a financial plan so you can achieve your life goals and dreams.