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Changing Climate equals increasing homeowner’s insurance premiums

Changes in the climate which have led to two consecutive severe wildfire seasons will make insurance companies even more cautious about writing in California’s higher risk areas. When insurance companies become more cautious, the result is that either insurance companies withdraw from the market or they increase premiums to reflect the higher risks and potential … Read more

Insurance Industry Financial Health Outlook

A key to monitoring your insurance portfolio is to measure the financial strength ratings for your insurance companies. You can learn more about the various insurance company financial strength rating services on tonysteuer.com. The Federal Insurance Office’s 2018 report provides a detailed description of the U.S. Insurance market including industry statistics and the regulatory environment. … Read more

Insurance Fraud Darwin Award

Insurance fraud, especially slip and falls have been around, as long as the insurance industry.  Insurance fraud is big business and can often be hard to detect. While other times, it’s just too easy.   CBSNews has a great example with A New Jersey man is facing fraud charges after surveillance video captured him appearing … Read more

In the news: Money Life Podcast with Chuck Jaffe

Thank you to Chuck Jaffe who invited me to join him on his Money Life Podcast in January to discuss GET READY! And why a financial first aid kit is important. You can stream Money Life Archive Audio for January 24, 2019: my appearance here and the full show here.

Financial Makeover – How to Clean Up the Mess You Made with Your Budget

Creating a budget and then following it can be challenging for all of us.  When setting a budget, it’s important to take a look at your overall cash flow. Be realistic about what you will realistically be able to do. You can download a Cash Flow Analysis and Budget Worksheet from GET READY! (here). The … Read more

The Genworth Story Continues……

The Genworth and China Oceanwide merger continues to slowly move forward.  On January 30, 2019, Genworth and Oceanwide extend merger agreement. This marks the eight waiver and agreement of each party’s right to terminate the previously announced waiver agreement.   The transaction has received all required U.S. insurance regulatory approvals. The closing of the transaction remains … Read more

12 Simple Steps to Organizing Your Financial Life

Check out the new Slideshare presentation from GET READY! 12 simple steps to organizing your financial life. Here’s what it’s about: to reach any goal it’s important that it is achievable and has clear steps. Setting up a financial calendar will help you keep your financial life organized. Having one action step per month will … Read more

Interview with Chris Hall, Founder, EPNavigator

EPNavigator is a simple and affordable way to take care of your basic estate planning needs including powers of attorney, wills and trusts. I am pleased to be able to partner with EPNavigator and offer their unique resource.  Estate Planning is an important financial task that can oftentimes fall to the wayside.  With EPNavigator, you … Read more