Category Archives: Interesting Stuff

Directors and Officers Liability Coverage!

Organization board members assume a level of responsibility when making tough, complex decisions that impact the company they represent. Held legally and financially responsible for the conduct of the institution, directors and officers do not always recognize the potentially devastating … Continue reading

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Women Face More Risk In Retirement

It’s apparent that Americans, both women and men, have not saved enough money for retirement. Studies increasingly indicate that many baby boomers have no financial plan to protect themselves against outliving their assets, and the rising cost of health care. … Continue reading

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The Social Security challenge!

As Americans are living longer, it stands to reason we are paying more for our largest national safety net, Social Security. In 1950 there were 2300 people Americans living over the age of 100, in 2010 that number had grown … Continue reading

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Teaching Young People About Money

FDIC Consumer News Spring 2015 – For All Ages: Teaching Young People About Money It’s never too early or too late to introduce everyday financial concepts to a young person. And, you don’t have to be a financial expert. Here … Continue reading

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If you drive for Uber, Lyft, or Sidecar this is important information for you!

Rideshare providers like Uber (#uber), Lyft (#lyft) and Sidecar (#sidecar) have gained in popularity, but unlike taxis or limousines, Rideshare drivers use their own personal vehicles to transport riders. But, personal auto insurance ceases when the driver turns their App. on. Rideshare companies (#rideshare) … Continue reading

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Four HUGE Estate Planning Mistakes

This article is one I received from Attorney JANET L BREWER, THE DAILY PLAN-IT, VOL 10 ISSUE 5 There are a lot of mistakes your clients can make in estate planning. A lot. Bad planning can result in your client failing to … Continue reading

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Life Insurance is a better retirement savings vehicle than traditional government sponsored ones!

Do you think Social Security will give you a reasonable amount of money to live on after age 65? I hate to burst your bubble, but the numbers are just not there for those of us a decade or more … Continue reading

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Are Women Prepared for Retirement?

There’s been a lot of talk recently about income equality, and although the income gap is substantially closing, one issue that is grossly overlooked is how it affects retirement – especially when considering female baby boomers who once held much … Continue reading

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Put more away for retirement than in traditional plans, and get tax free accumulation and withdrawals!

Do you think Social Security will give you a reasonable amount of money to live on after age 65? I hate to burst your bubble, but the numbers are just not there for those of us a decade or more … Continue reading

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Thieves Favorite Cars to Steal

According to the Federal Bureau of Investigation, an automobile is stolen in the United States approximately every 26 seconds. One in 200 people will be a victim of automobile theft with higher odds in urban areas. Depending on the make … Continue reading

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