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Category Archives: Life Insurance
Americans are bad at math says the NYTimes
We have heard it before, that Americans or people who live in the USA are not the best at math. That is on the whole of the population. I found this online at a newspaper site I like to read. By the way I subscribe and get the NYTimes on my wife’s iPad. The napkin […]
You Have Choices About How You Live and Die
I believe we all have choices about how we live today. That alone is more than most want to think about. But we should and direct our lives. I am a dvr junkie in our home and tape a lot of “stuff” on the weekend. My two favorites are c-span and I have a standing […]
Saving & Investing Checkup 2014
A Couples Financial Tuneup 04/26/13 NY Times Related Links (for more info about your money) Market Place Radio on Money investopedia.com forbes.com/sites/investopedia/ Info on Investopedia The NYTimes on your money The NYTimes : the Sketch Guy: Personal Finance on a Napkin NYTimes Ideas to make retirement possible (02/06/2014) nytimes.com-Ideas_to_Make_Retirement_Possible_2014_02_07 (right click for a pdf ) The […]
Small Business Savings Plans
Small business savings plans are important for both business owners and their employee’s. I came across an article in my weekend Houston Chronicle newspaper on this topic. We work on this in our office and talk and plan about this for our clients. So I found it of interest and I think this is something […]
Saving and Planning for Retirement
If you are interested in planning and saving for your retirement, you will find the following resourses exteremely helpful: An excellent “personal-finance-reference-guide” from Marketplace Radio “A guide to US retirement accounts.” Retirement Guides from the DOL.gov (US Department of Labor) Two types of Cash balance pension plans Understanding fees and expenses (because they do add up) What […]
Life Insurance Awareness Month Sept 2013
September is LIAM or Life Insurance Awareness Month. Every year the Insurance organization LIFEhappens.org helps put out the word on Life Insurance in September. They do this with some direct media ads and by helping Agents (like us) with materials to help us inform and educate people on this important topic. If […]
Life Insurance Planning for 2013
This article is about planning that no one wants to dwell on, but everyone should. In other words, “just do it,” so that if something unexpected happens. you won’t be leaving a mess for your loved ones. What I am saying is take some time and make sure you have a Last Will & Testament […]
Low Yields On Savings Here for the Long Term
“The end of the yield famine is far away” is the title in Scott Burns column in the 11/07/2012 Houston Chronicle. He gets into a topic that should be on all peoples mind. The fact that there is too much debt. This fact will have some long term consequences for all savers. It is good […]
Life Insurance Awareness Month (LIAM) Sept. 2012
Every September, the LIFE foundation and the life insurance industry in the USA put a big push in educational information for the public on the importance of life insurance. If you know, or work with a life insurance professional, takes some time and talk with them about your situation. That is, speak with them if […]
Having a Last Will & Testament
When talking to people about Life Insurance, a topic I bring to prospects and clients is dealing with our own mortality (Life Insurance) and end of life planning. I am not an attorney and do not help in the writing of wills. I do, however, recommend that everyone should have one. A will is not just about […]
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