Is the Insurance Industry Responsible for Covid-19?

Covid-19 has changed so much in our lives. The repercussions will be felt for years with some permanent changes.  Since the pandemic began, there has been much debate over the role of insurance companies. The issue is whether they should pay claims related to Covid-19, even when these events were not covered.  Earlier this month, … Read more

Does Your Insurance Match Your Risks?

Compare your insurance coverage to your potential risks is the next step in reviewing your insurance policies. The goal is to determine if your insurance coverage still fits your needs. You may find that you have insurance coverage that is no longer needed or can be reduced. You’ll also be able to see if there … Read more

Get Ready with Daniel Lee: Have An Investment Plan

“Have a plan. Have goals. But, don’t just have goals and a plan, have a system that works for you. That might be creating an investment plan to begin with and following that investment plan. It might be automating your investments somehow through a robo-advisor, that might require you to hire an advisor. I think … Read more

Get Ready: Be Prepared: Special Pricing Digital Editions

Tornados, derechos, wildfires, flooding, heat waves and the ongoing Covid-19 pandemic have made August 2020 into a devastating month. Thousands of Californians have evacuated their homes or are under evacuation orders, many Iowa residents have not had power for a week and more people have been impacted in so many ways. And, if someone is … Read more

High Income Business Writing Podcast Appearance

This week, I joined Ed Gandia on the High-Income Business Writing Podcast for Episode #228: A 12-Month Financial Action Plan Anyone Can Follow. We discussed:  The concept of people taking action on one financial item each month to build a healthier financial life. An overview of each month’s financial task. What to do and why it … Read more

Get Ready with Chris Hall: Why You Should Review Your Estate Plan

“Estate planning is not just for when you die, having a proper estate plan means that you’re going to be able to keep control over yourself and your person in the event that you’re incapacitated or that you die.” – Chris Hall  In this episode of GET READY!, I spoke with Chris Hall, the founder … Read more

The Four Principles For A Successful Family Financial Meeting:

The Get Ready Financial Calendar action item for June is holding a family financial meeting. The goal of a family financial meeting is to review and communicate goals, priorities and intentions. Here are the four principles for a successful family financial meeting Include all family members.  It’s important to involve all members of the family … Read more

Get Ready (Expanded Edition) – Campaign Ending Soon

The Indiegogo campaign to fund the production of the Ready (Expanded Edition): A Financial First Aid Kit ends on June 6th. Please consider supporting my project by pre-ordering your copy or making a contribution (here), The Get Ready! (Expanded Edition): A Financial First Aid Kit is an all-in-one financial organizer that includes the Get Ready … Read more