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2306, 2017

When the “What If” Actually Happens

Insurance, Planning, Podcasts|

Life can change in the blink of an eye, and that’s exactly what happened to Rosemarie Rossetti. One minute she was riding her bicycle on a beautiful day, then next minute a tree feel on her and paralyzed her from the waist down. Her health insurance paid for her medical care, tune in to find out what paid her bills [...]

2006, 2017

Finding the Right Home

Creative, Debt, Planning|

If you don't really know what you're looking for in a home, how do you find the right one? Careful planning and consideration of your options can help ensure that you will be happy with the one you select. You may decide that buying a traditional, single-family home is not your best bet. A condominium or a cooperative may better [...]

1606, 2017

Where Investing Meets Philanthropy

Creative, Investing, Podcasts|

Philanthropy dollars aren’t the only way to make a difference! Gloria Nelund, Impact Investing Specialist and Co-Founder of TriLinc Global, explains how developing economies around the world provide both investment and philanthropic opportunities. Tune in to learn how socially responsible small- and mid-sized businesses in 3rd world countries get support and give back. Real [...]

1306, 2017

Claiming Life Insurance Benefits Part 2

Insurance, Planning|

Life insurance benefits are not paid automatically. If you are the beneficiary of a life insurance policy, you must file a claim in order to receive any money. Often, this is as simple as contacting your insurance agent and the deceased's employer and filling out some paperwork. You will need to provide each insurance company with a certified copy of [...]

906, 2017

What if you couldn’t go to work tomorrow?

Finance, Insurance, Planning, Podcasts|

You probably have auto insurance and health insurance, but did you know that it’s possible to insure your paycheck as well? If you depend on a regular stream of income, then let Corey Anderson “The Disability Insurance Geek” explain how this commonly misunderstood coverage actually works, and how you can protect your most valuable asset – your income. [...]

606, 2017

Choosing a Beneficiary for Your IRA or 401(k) Part 2

Planning, Retirement|

Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right beneficiaries. Although taxes shouldn't be the sole determining factor in naming your beneficiaries, ignoring the impact of taxes could lead you [...]

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