Category Archives: Insurance

Insurance · April 9, 2026

Financial Scams are a National Epidemic

After years of carefully saving for and planning your retirement, I have to tell you there is a new responsibility you must take on: protecting yourself from being scammed. However, if you do find yourself the victim of a financial…

Read Now ›

Emergency Funds, Health Insurance, Insurance, Saving · April 2, 2026

Should You Have a Medical Savings Fund?

A recent national survey reported that just 1 in 3 Americans had no stress last year about being able to pay medical bills. That means 7 in 10 Americans had some stress. I think it’s fair to say that worrying…

Read Now ›

Emergency Funds, Health Insurance, Insurance, Saving · March 12, 2026

The Overlooked Risk in Your Health Insurance Plan

You know my rule is to always hope for the best and plan for the worst. When it comes to your health, I think many of you may not be carefully planning for a year (or more) where you have…

Read Now ›

Budgeting, Emergency Funds, Health Insurance, Insurance, Saving · February 19, 2026

Don’t Just Worry About Your Job Security

According to a recent Gallup survey, 6 in 10 of us expect unemployment to rise in 2026. That means that 6 in 10 of us are likely anxious about our jobs. Deep breath, my friends. Worry is human. The challenge…

Read Now ›

Car Insurance, Car Loans, Credit & Debt, Financial Planning, Insurance, Saving · February 5, 2026

A Car Expense That Can Save You Money

If your household relies on a car, or two, to function, I think one of the smartest financial moves you can make this year is to spend money on car maintenance. The longer you can keep your car humming and…

Read Now ›

Car Insurance, Credit & Debt, Emergency Funds, Health Insurance, Insurance, Saving · January 22, 2026

How to Make the Most of Your Tax Refund

You may have a welcome surprise when you file your federal tax return for the 2025 tax year: a refund, even if you don’t typically get one, or a bigger refund if you tend to overpay your taxes and get…

Read Now ›

Life Insurance, Medicare · October 30, 2025

Skip This Workplace Benefit

If you, or someone you know, is enrolled in a Medicare Advantage plan, it is incredibly important to carefully review what is in store for 2026.

Read Now ›

Health Insurance, Insurance, Life Insurance · October 29, 2025

Skip This Workplace Benefit

If you, or someone you know, is enrolled in a Medicare Advantage plan, it is incredibly important to carefully review what is in store for 2026.

Read Now ›

Health Insurance · October 8, 2025

Don’t Make This Health Insurance Mistake

In the coming weeks, many of you who have health insurance through your job will receive notice that it is “Open Enrollment” season: a window, typically lasting a few weeks, when you can update your benefits for 2026.

Read Now ›