Insurance & Planning
Travel Insurance Case Studies - Travel Like Anna
In December, I wrote a detailed post on travel insurance and wanted to share my experience on two recent travel insurance claims –…
Insurance, estate planning, and working with financial advisors.
Insurance & Planning
In December, I wrote a detailed post on travel insurance and wanted to share my experience on two recent travel insurance claims –…
Insurance & Planning
Travel insurance is the most important thing to pack for a trip. Photo credit: Pexels.com The key to travel insurance is simple: Y…
Insurance & Planning
Once upon a time in Barcelona, my wallet and phone were stolen off a beach. And, I spent the rest of my trip traveling with paper…
Insurance & Planning
Tobermory Lighthouse on the Isle of Mull, Scotland. I live a very unconventional life—I travel most of the year for either work or…
Insurance & Planning
Good news — the economy is booming, and we’re all feeling pretty darn good about it. With an unemployment rate of 3.6% (lower than…
Insurance & Planning
Don’t be worried about tax season—be informed. It seems we all very quickly went from wishing our friends a happy New Year to fran…
Insurance & Planning
You asked, we answered! Due to the amazing response of tax questions that we received ahead of the podcast with Maggie Klokkenga,…
Insurance & Planning
Let’s face it. April will be here before you know it. That’s why it’s never too early to start preparing to file your taxes, espec…
Insurance & Planning
You’ve been hearing a lot in the news lately that the new tax law decreased the tax brackets which meant more money in your payche…
Insurance & Planning
World Health Day is just around the corner, which is a good reminder to check in on our healthcare. In addition to taking care of…
Insurance & Planning
You may have heard on the podcast about the tax-reducing strategy with the odd name: lumping and clumping. What is it and how can…