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Archive for Tag: insurance

Fee-Only Financial Planning

To iron out his retirement plan, Temüjin meets with a financial advisor. Temüjin’s plan is ambitious, with a travel itinerary spanning from China to Bulgaria. Undoubtedly, such a vacation will be expensive. To help save for this coming expense,...

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Should I Get Out of My Variable Whole Life Insurance Policy?

Meet Marcus. Marcus has poured tens of thousands of dollars into his whole life insurance policy. He's sick of paying the expensive premiums - only to see the value of his policy decline! So, what's Marcus to do -...

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Five Questions to Help Answer, “Do I Need Long-Term Care Insurance?”

Question #3: "Are you healthy?" If not, then it becomes much more difficult to qualify for a long-term care insurance policy. Waiting until you are no longer healthy to apply for long-term care could make the process . ....

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What to Look For in a Disability Policy, Part I

The Social Security Administrations reports: ...over 1 in 4 of today’s 20 year-olds will become disabled before reaching age 67. Those are some pretty rough odds! Given the risk, a disability policy can be a useful tool for protecting one's income...

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