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The Most Overlooked Part of Estate Planning: Make Sure Someone Knows Where Everything Is
The Most Overlooked Part of Estate Planning: Make Sure Someone Knows Where Everything Is Throughout February, we talked about life insurance, wills, and trusts. But today, I want to talk about something that may be even more important when it comes to estate planning....
Why Life Insurance Alone Isn’t Enough: Wills, Trusts, and Family Protection
Why Life Insurance Alone Isn’t Enough: Wills, Trusts, and Family Protection Our life insurance series wraps up this week! Over the past few weeks, we’ve talked about: Why you need life insurance The different types of life insurance (term, whole, universal)...
Why Employer Life Insurance Might Not Be Enough
Why Employer Life Insurance Might Not Be Enough February Life Insurance Series: Week 3 Our life insurance series continues! So far this month, we’ve talked about why you should consider life insurance and the different types available. Today, we’re focusing on...
What Are the Different Types of Life Insurance?
Understanding the 3 Most Popular Types of Life Insurance We’re continuing our life insurance series for the month of February. Last week, we covered why life insurance is important—this week, let’s talk about the three most popular types of life insurance:...
Why Life Insurance Matters More Than You Think
Why Life Insurance Matters More Than You Think It’s time for another blog post, and this month, we’re diving into a topic that people tend to avoid—but really shouldn’t: life insurance. I get it. No one likes to talk about death or what might happen after we’re...
Off-Market Health Insurance Plans in 2026: PPO Alternatives to High ACA Premiums
Tired of Sky-High Insurance Premiums? Here’s an Affordable Alternative You May Not Know About Last week, I gave a little teaser about some alternate insurance plans—and today I want to unpack that a bit more and explain who these off-market plans might be a...
Why Health Insurance Is So Expensive Now: A Look Back at 1973 and What You Can Do Today
Why Health Insurance Is So Expensive Now: A Look Back at 1973 and What You Can Do Today Open enrollment may be behind us (unless you’ve had a qualifying life change), but I’ve been having the same conversation over and over with clients—and it’s time to shed...
Health Insurance Myths That Cost You: Clearing Up Common Misconceptions Before January 15.
Health Insurance Myths That Cost You: Clearing Up Common Misconceptions Before January 15. We’re down to the wire—just two days left before the final open enrollment deadline for 2026 health insurance coverage starting February 1. But before the window closes,...
Post-Enrollment Reminders: Avoid Insurance Surprises in January
Still Time to Make Changes: Key Insurance Reminders Before Jan 15 Happy New Year! Now that main open enrollment has wrapped up (deadline was December 15), it’s time to take care of some crucial follow-up tasks so you don’t get caught off guard this January. Here’s...
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