Articles

All
  • All
  • Annuities
  • Auto Insurance
  • Disability Insurance
  • Financial Preparedness
  • FinTech
  • Guest Post
  • Health Insurance
  • Homeowners Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Uncategorized

Genworth Update

For those of you with Genworth Long Term Care insurance policies or other Genworth policies, the merger with China Oceanwide has again been extended.  There are still a few remaining regulatory hurdle as Genworth and Oceanwide Extend Merger Agreement. Also: Genworth Financial Announces First Quarter 2019 Results: Net Income Of $174 Million And Adjusted Operating … Read more

Book Give-Aways and Promotions

May is Disability Insurance Awareness Month. Did you know that 3 in 10 workers entering the workforce today will become disabled for some period of time before they retire (Social Security Administration, Fact Sheet, January 31, 2007)? Here’s Ten Things That You Need To Know About Disability Insurance. To Promote Awareness: Insurance Made Easy (here) … Read more

In the news: Inside Sources: America Scores an Average ‘C’ Grade for Financial Literacy Month

Thanks to Kate Patrick for the opportunity to contribute to her story with InsideSources “America Scores an Average ‘C’ Grade for Financial Literacy Month”. Here’s my comments: “We don’t learn personal finance anywhere in school —some schools have very limited financial education — so for those going through the education system, they’re not much they’re … Read more

How to monitor and protect your personal information

It’s important in today’s environment of information freedom that you monitor and protect your personal information. As we’ve experienced with all of the data breaches, it is a sound premise to assume that some or all of your personal information has been hacked. Since 2005, there have been 8,804 data breaches totaling 11,575,804,706 records breached … Read more

Get a free copy of The Questions & Answers on Insurance Planner

Receive a free PDF copy of “The Questions and Answer on Insurance Planner” when you leave your review of “GET READY!” on Amazon. Just send me an email confirming you’ve posted a review on Amazon, and I’ll send you the PDF. Pick up your copy of GET READY! And create your own financial first aid … Read more

GET READY for Financial Literacy Month

April is financial literacy month.  Becoming financially literate is your first step to GET READY!. Financial literacy is about understanding your financial choices, the terminology and how the various parts of your financial life work.  It’s about becoming educated and making smart money choices.  Financial literacy is defined by the Government Accounting Office (GAO) as: … Read more

5 Ways Student Loans Affect Your Life

College is a major life event as well as being a pivotal financial event. The decisions made regarding paying for a college education can significantly impact your financial future.  It’s important that you carefully consider all of your options for going to college and balance out priorities. In the blog post, The College Scandal: Why … Read more

The College Scandal: Why You Need to Have a Family Financial Meeting

The college scandal has been surprising and not surprising, at the same time. It raises fundamental issues about the goals and priorities that we set for ourselves and for our children. Communication regarding the financial impact of college among all family members especially including the college student are essential.  Setting up ongoing family financial meetings … Read more