Katherine from Buffalo, NY reached out regarding Umbrella Insurance …
I am a new listener and I love your podcast. The way you breakdown topics and explain them very easy to understand and makes me feel like I can achieve my financial goals with the correct planning and mindset.
I realize that this isn’t a finance question, however, it is a family-safety/ planning question. Can you briefly explain the importance of an umbrella policy? I know it is important to protect your assets but I am confused when the right time to have one is. My husband and I are just buying our first house and are unsure if we need one yet. Any information or advice would be appreciated!
Continue reading “Why Our Family Got Umbrella Insurance and How Much It Costs”
Are you overwhelmed by the thought of buying life insurance? You’re not alone. With so many options to pick from, it can be hard to choose. Back in the day, purchasing life insurance meant meeting with a salesperson to get a quote and often required a complicated medical exam. Luckily, you have better options that your grandparents did.
Here are 5 providers of term life insurance that are making it easier than ever to get the coverage you need.
Continue reading “5 Term Life Insurance Providers That Make the Process Easy”
Last month, I laid down a challenge for my Marriage, Kids and Money friends to get their last will and testament in place. Since my wife and I had gotten our wills set up last year, my end of the challenge was to investigate if my family needed a living trust.
Here is what I learned:
Continue reading “Why a Living Trust Isn’t For Me Right Now”