As a financial professional, I like to present information and ask questions that cause people to think outside the box. With this in mind, and because you may not know what a tax-free retirement account (TFRA) is, let’s delve into this topic. A TFRA is a retirement savings plan that works similarly to a ROTH […]
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It’s never enjoyable to have to make an insurance claim. However, if you must file a claim, here are a few things to know: • Review your policy before you file a claim to be certain there may be coverage. Each policy provides for coverage in the event a covered peril causes damage to your […]
You just scheduled the trip of a lifetime. It’s your chance to see marvelous sights and enjoy life and the beauty of the world. What could possibly go wrong? Unfortunately, many things can go amiss when it comes to travel, such as flight delays, severe weather, hurricanes, volcanic eruptions, earthquakes, medical emergencies, trip cancellations or […]
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As we enter spring, let’s refresh our perspective about having financial conversations. Our relationship with money often is shaped by personal experience and beliefs that were ingrained in us from a young age. Many of us were taught that money is a private matter that should not be discussed openly. Some may even consider it […]
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What is your standard response to change? Do you resist or embrace life’s transitions? Do you view change as positive, negative or simply inevitable? I suggest that change is an essential part of life. Without change, people and things become stagnant, not growing and lacking vitality. This doesn’t sound like a place I would like […]
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As if we didn’t have enough to worry about, now our own phones and computers can be used against us. Apple inadvertently released an update with a feature enabled that makes it easy for another phone to access your phone’s information (Be sure to go under settings/general/ airdrop and turn off “bringing devices together”). Most […]
Although the Coast was spared from hurricanes this year, the U.S. is experiencing its costliest year ever for severe storms, with insured losses exceeding $50 billion through the end of September, according to the Insurance Information Institute. Inflation and higher construction costs continue to plague the industry, and this fact impacts your insurance rate. An […]
