Insurance

Insurance is a paid contract that guarantees a benefit if something bad happens (e.g. car accident, death, theft, etc).
All Questions: Insurance
Posted January 19, 2017
Dave Anthony

Dave Anthony

CFP®, RMA

Maybe--you can only find the correct answer to that question by doing a thorough analysis of what your options are and what retirement assets you have...

Posted January 12, 2017 · Atlanta, GA

Depends on the amount of the lump sum vs. the systematic annuity payments. From a behavioral finance perspective, I would suggest you be aware of how ...

Posted December 27, 2016 · Phoenix, AZ

Thank you for your question. This question is extremely common. In general both parents need term life insurance pretty much from the moment that y...

Posted December 15, 2016

Thanks for your question. I get this question all the time.

Why is your adviser suggesting you get permanent life insurance? Is their a specific r...

Posted December 12, 2016 · San Francisco, CA

It can be difficult to figure out if keeping a whole life policy makes sense. Replacing it with a term policy can be a good idea, but only in certain...

Posted November 22, 2016
Eric Jorgensen

Eric Jorgensen

CFP®, ChFEBC

The taxes will depend on what your tax bracket is. However, it will still count towards the $2k limit on assets for SSI - you will need to either gift...

Posted November 8, 2016

Great Question.

The first consideration in this situation would be to find out if you Master Condo policy was insured for Earthquake.

However knowin...

Posted November 7, 2016
Eric Jorgensen

Eric Jorgensen

CFP®, ChFEBC

If you're divorced your ex-wife is not eligible for your estate, unless there are provisions in the divorce decree stating otherwise. I would make the...

Posted November 2, 2016

I would reach out to your insurance company for a more specific reason for the denial other than medical necessity. Did someone forget to get authoriz...

Posted November 2, 2016

Thanks for the question. First get a Term Life Insurance plan in place before you cancel any insurance. Probably you should consider getting the sam...

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