A captive insurance program can help a business manage risk by establishing its own insurance company to address certain known risks.
Open enrollment provides an opportunity to talk about health-care cost planning with investors as they consider Medicare options.
Investors may overlook a serious risk to their net worth — creditor risk — and as a result not carry excess coverage such as umbrella insurance.
Parents may also want to prepare some documents such as a health-care proxy before their child leaves for college in case of an emergency or illness.
Some investors start the new year with resolutions to improve their financial situation, and many include an emergency — or rainy day – fund for unexpected expenses.
In the wake of Hurricane Harvey homeowners may seek assistance in making claims for property loss.