If your business is online—let’s face it, most business are—you’re not immune to a data breach. Protect your customer data not only with a firewall but a cyber insurance policy as well. Learn more in this week’s Business Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you have to understand what you’re protecting before you buy a souped-up insurance policy to cover it. Spoiler Alert: It starts with your financial plan!
If you find that you still have money left over in your FSA as the end of the year approaches, there are a number of ways to spend down your account balance. We explain in this week’s Insurance Tip.
Bil Lako, CFP®, and Troy Harmon, CFA, CVA, are joined by insurance expert Jim Crone, CLU®, CFS®, to discuss a case study of a couple who need insurance for protection purposes, but they are being offered a policy that is trying to accomplish too many goals and contains too many features. Jim explains that going back to the financial plan to determine the insurance need is the best strategy.
While it is included in many health care plans, you may be able to buy a separate prescription drug plan, especially if you spend a lot of money on your medications. We explain in this week’s Insurance Tip.
Not all proceeds from a life insurance policy qualify for favorable tax treatment. We explain in this week’s Insurance Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains insuring your most valuable asset: your ability to earn a living.
Individuals seeking coverage through the Health Insurance Marketplace have a shortened window to enroll in a plan. Learn more in this week’s Insurance Tip.
Managing Associate K.C. Smith, CFP®, joins Chief Investment Officer Troy Harmon, CFA, CVA, and Principal Jennifer Thomas, CFP®, to discuss the importance of disability insurance for families, with an emphasis on those who are self-employed.
“It won’t happen to me” Fact: You’re more likely to become disabled than you realize. Disability insurance can help. We explain how in this week’s Insurance Tip.
