The Hybrid Life and Long-Term Care Policy
[youtube https://www.youtube.com/watch?v=j7d7C3vly5Y] Introduction: The US Department of Health and Human Services...
Read More
A Labor Day Full Of Labor
Labor Day weekend in the Werner house is usually centered on the same couple of activities: relaxing with our families...
Read More
Haas Beach Week Vacation - Changing Perspectives
Last week was the unofficial end of summer for my family. We save our beach vacation for the middle of August, which...
Read More
Property & Casualty (P&C) Liability Insurance Policy
[youtube https://www.youtube.com/watch?v=LkUU8XdKgIE] Introduction: Love it or hate it, most people recognize that we...
Read More
Health Savings Account (HSA)
[youtube https://www.youtube.com/watch?v=8FxR_eK1lAU] Introduction: One of the primary concerns for pre-retirees are the...
Read More
5 Underutilized Insurance Strategies
[youtube https://www.youtube.com/watch?v=QV2tLeL14Vg] I’m not sure that anyone has ever referred to me as an insurance...
Read More
Insurance Editorial Calendar
Tracking #1-752012
Read More
Lessons from Savannah: Simplicity is Beautiful.
Desiree and I just got back from spending four days in Savannah, GA. What a beautiful city full of history, gorgeous...
Read More
What You Need to Know About Pension Election
[youtube https://www.youtube.com/watch?v=15NhTK0eOKs] Lots of baby boomers are hitting retirement age. And with...
Read More
Happy Father's Day!
I remember Father’s Day 2017 like it was yesterday, evidence of how time flies! Lucas had just been born on 5/5/17. He’s...
Read More
Concept of Four Tax Buckets
No one wants to pay more than his or her fair share in taxes. Yet few have a good understanding of how their savings...
Read More
Wealth Transfer Planning: A Case Study for a Blended Family
Blended families are not uncommon these days. But this complicates estate and wealth transfer planning because there are...
Read More