Coronavirus and the Markets
We hope you’re healthy and holding up well with the news regarding the markets and the coronavirus. Much of the panic in the news and markets comes from the fact that nobody knows how bad the coronavirus will be. Unfortunately, when the markets are nervous, they tend to go down quickly. We’re assuming that we’ll […]Continue reading ›
Life Insurance for Same-Sex Couples
According to a study in June of 2017, 10.2% of LGBT adults are now married to their same-sex spouse. However, many same-sex couples are in unmarried, long-term partnerships. Life insurance is essential in preparing for your financial future, no matter what your family status. Life insurance can help the surviving partner maintain their standard […]Continue reading ›
Life Insurance Basics
Life insurance is a very competitive industry, and because of this, there are many choices when it comes to getting the coverage that you need. It is important not to get lost in the jargon, though; not all policies are the same, and the details are often hidden within the fine print. Before you make […]Continue reading ›
Tips for Choosing Employee Benefits, Part I
If you are changing jobs or simply approaching open enrollment season for your employee benefits, selecting the right options for you and your family can be stressful. Whether it involves utilizing a Health Savings Account (HSA) with your health plan or deciding how much to contribute to your 401(k), the selections you make every year […]Continue reading ›
How Much Life Insurance Do My Partner and I Need?
Same-sex couples need to look at life insurance even more so than their heterosexual counterparts. With so many unknowns when it comes to the legal ramifications of civil unions and domestic partnerships, life insurance should be an integral part of every same-sex couple’s financial planning process. Life insurance should not be treated as a one-size-fits-all […]Continue reading ›
Is Your Insurance Agent Telling You Everything?
Home and auto insurance takes up quite a bit of your monthly budget. You may not feel the sting like other bills thanks to escrow accounts and electronic funds transfer (EFT), but if you took the time to add up your annual expenditure, you might be surprised at how much it is. Insurance is a […]Continue reading ›
Financial Planning Strategies Post-Windsor
With marriage now an option for same-sex couples, more favorable planning options are now available. Here’s a quick checklist for same-sex married couples in the wake of the Supreme Court’s United States v. Windsor and Obergefell v. Hodges rulings. Workplace Benefits: Healthcare Spousal healthcare. Check to see whether you or your spouse can receive better […]Continue reading ›