As the pandemic weighs on the economy, make sure assets are protected
Given the economic downtown , it’s even more important for investors consider a plan to make sure assets are protected.
Category: Insurance/Risk Management
CARES Act loosens rules for retirement accounts
Among the many provisions of the CARES Act are modifications of the rules involving retirement accounts to help both retirement savers and retirees.
Three things business owners need to know about the CARES Act
The CARES Act has multiple provisions to help small businesses and employees weather the economic downturn.
Medicare participants may need to bear more costs in 2020
The Centers for Medicare and Medicaid Services (CMS) has published changes to 2020 premiums and deductibles.
Captive insurance may be a useful tool for business owners
A captive insurance program can help a business manage risk by establishing its own insurance company to address certain known risks.
Open enrollment presents opportunity to change Medicare options
Open enrollment provides an opportunity to talk about health-care cost planning with investors as they consider Medicare options.
Packing for college? Remember the legal documents
Parents of college-bound children may want to consider preparing certain legal documents before their child leaves for school.
Investors should consider umbrella coverage when crafting a financial plan
Investors may overlook a serious risk to their net worth — creditor risk — and as a result not carry excess coverage such as umbrella insurance.
A student’s health-care proxy can remove barriers for parents in case of an emergency
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.
Saving for a rainy day is a priority for many in 2018
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.