Category Archive for: ‘Insurance’

Beware The Pitfalls of Travel Insurance

Don’t let a dream vacation turn into a financial nightmare. While you can’t always avoid falling ill, you can limit the impact on your wallet. If you haven’t read the fine print in the exclusions and limitations section of your insurance coverage, you could be in for an unpleasant surprise. Horror stories abound… Read more

Read More

Get The Right Insurance for YOUR Stage of Life

Understanding The New Wealth Surtax2

Protect What Matters Most. (click here) WHEN YOU WERE GROWING UP, your parents probably told you to look both ways before crossing the street, eat your vegetables and brush your teeth before bed. This wasn’t to make your life less fun, but to help make sure you were safe and healthy. Now, as an adult, you want to make sure …

Read More

There are many reasons to buy life insurance – some of which may surprise you. Here are 6 good ones.

Life Insurance Senior Couple

For many people, their first experience with life insurance is when a friend or acquaintance gets an insurance license. In my case, a college friend, recently hired by a major insurance company, contacted me (along with all of his other friends) to buy a $10,000 policy underwritten by his company. Unfortunately, however, this is how most people acquire life insurance …

Read More

Do you think Estate Planning isn’t for you? Think again. Here are some pitfalls to avoid.

Signing Testament

To say estate planning can be problematic is a gross understatement. Administering an estate can be compared to undertaking a renovation—it’s almost guaranteed something will go wrong. It can be relatively minor, or land the estate in court and cause irreparable harm to family relationships. Most problems can be avoided or minimized and managed via good planning. This involves more …

Read More

Beware of extra surcharges on your hotel bill. One guy had a mandatory $10 tip for the bellhop added to his bill – and the Bellhop never even got it!

Safe Image

Today, Peter Greenberg sat down on CBS This Morning to discuss how many hotels are like airlines and charge guests extra fees. In 2013, hotels earned an additional $2.25 billion from fees and surcharges, which is a 6 percent increase from the previous year. It’s also nearly double the amount hotels were earning a decade ago. So, what are these …

Read More

Ensure you don’t run out of money before you run out of breath!

Webpension

Shortly after my great-uncle and great-aunt retired, they came up with what seemed like a foolproof plan. They would take the modest pension that my Uncle Jim had accumulated since emigrating from Scotland, sell their house, and say goodbye to brutal Lake Erie winters forever. As my Aunt Mary told my parents, they intended to spend “the last few years …

Read More