Umbrella Insurance for Retirees This is a question we hear often — especially from retirees who’ve worked hard to build a nest egg. That nest egg might include your home, car, or boat — all covered by property and casualty (P&C) insurance — as well as liquid assets like IRAs, 401(k)s, brokerage accounts, and HSAs. […]
Introduction: Avoiding Costly Estate Planning Mistakes Estate planning can feel overwhelming. Between the technical jargon and conflicting advice, it’s easy to make mistakes that could cost your loved ones time, money, and peace of mind. I see two main types of mistakes when it comes to estate planning: not planning at all and planning way […]
