Risky: Property Owned with a Non-Spouse

It's very common for spouses to title property they own together as “joint with right of survivorship.” When one passes, the other owns the property outright. It’s simple, easy and automatic. But it c... Read More

Travel Insurance to the Rescue!

Have you ever considered purchasing travel insurance but weren’t sure how it works or if it would even be worth it? Fear not!  Determining whether you need coverage and obtaining it if you do is si...... Read More

Are You Making the Most of Your HSA?

The increase in high-deductible health plans is contributing to the rising popularity of Health Savings Accounts (HSAs). As of mid-year 2018, according to Morningstar, HSA assets reached...... Read More

Baby in Your Future?

There is nothing more special than a new baby! In addition to decorating the nursery, selecting a pediatrician, and buying those first wardrobe pieces, you also need to be financially prepared. And...... Read More

Leaving a Legacy For Your Pets

Our pets give us years of unconditional love, comfort, and enjoyment in exchange for food, shelter, and our loving attention. But who will care for them when we're gone? Including your pets in your...... Read More

I Lost My Engagement Ring!

You lose something of value and your first question is "is it covered?"  Insurance policies provide a limited amount for such losses, but generally not enough to cover expensive items. To be fully...... Read More

Travel Insurance: 3 Things to Know

Have you ever considered purchasing travel insurance but weren't sure how to begin - or whether it would even be worth having? Fear not! It's actually pretty easy to determine if you need it, as we...... Read More