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    Smart business considerations

    If you are starting or expanding a business, it’s a good idea to review your risks and exposures. You can address some risks, like theft, with a good security system, but acts of nature may be out of your control and are best covered with insurance.  COVERAGE FOR ACTS OF NATURE EXPOSURES:  Property Insurance: Provides […]

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    Homeownership – To buy, or not to buy?

    There’s no place like home — but does that mean you must purchase one to get the benefits? Buying a home is a major investment, and we’re here to help you weigh the pros and cons of homeownership. PROS OF BUYING A HOME There’s a reason buying a home is considered a core component of […]

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    Insurance rates are crazy!

    Each day, I spend time with clients who are distraught by very high insurance rate increases. With inflation, back-to-back destructive hurricane seasons, rising construction costs and more, insurance expenses also are increasing for property coverage, particularly flood insurance. WHAT CAN YOU DO? There are hundreds of insurance companies available, and all have different rate structures […]

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    Three ways to make income after you retire

    Retirement is an exciting time, but it can be tough to leave behind the safety net of a stable income or the work routine you’ve followed for decades. Many seniors who reach retirement age end up working part-time; this can be for a variety of reasons, including wanting more spending money, miscalculations in retirement savings […]

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    Tips for teaching your children about money

    As a parent, we want the best for our children. That means we must teach them about money early in life. For many adults, discussions surrounding money, income and savings are considered taboo – which often is due to their own upbringing. In many households, you just didn’t discuss finances with your parents.  Times have […]

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