5 Transition Points In Life That Call for a CERTIFIED FINANCIAL PLANNER
I spent one summer listening to a lot of Jerry Jeff Walker. To me, he’s famous for the chorus he wrote in one particular...
Read More
Celebrating 40 Years Together
My parents celebrated their 40 th wedding anniversary on September 30 th and they did so in grand fashion! A party was...
Read More
The Second-To-Die Policy
[youtube https://www.youtube.com/watch?v=QO_IqxJnCH0] Introduction: Insurance is a very important tool as we go through...
Read More
The Business Owner Buy/Sell Insurance
[youtube https://www.youtube.com/watch?v=VULe0pACfFc] Introduction: There are many people who own a business. There are...
Read More
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
