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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

Mar 3, 2026 | insurance, life insurance

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

Feb 24, 2026 | FAMILY HEALTH, financial needs, health care planning, insurance, life insurance

  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

Feb 17, 2026 | FAMILY HEALTH, financial needs, life insurance

  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?

What Are the Different Types of Life Insurance?

Feb 10, 2026 | FAMILY HEALTH, financial needs, health care planning, health insurance, 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 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

Jan 20, 2026 | health insurance, health insurance tips

  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...

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