Blog categorized as Insurance

How Does an Umbrella Insurance Policy Work?

03/21/2024 12:33 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How Does an Umbrella Insurance Policy Work?
An umbrella insurance can extra peace of mind, but what is it and what does it cover? Find out here.

The Basics of Homeowners Insurance

01/04/2024 11:23 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Basics of Homeowners Insurance
The language of homeowners insurance can be confusing. Here we break down common terms and coverage to make it easy to understand when reviewing your financial plan.

Understanding Your Auto Insurance Options

11/29/2023 10:18 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Understanding Your Auto Insurance Options
The options you have when it comes to car insurance coverage is overwhelming. Here's what you need to keep in mind as you purchase auto insurance.

Reviewing Your Homeowners Insurance

11/08/2023 08:21 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Reviewing Your Homeowners Insurance
The language of homeowners insurance can be confusing, but it needn't be. Here's an explanation of common terms and coverage to make it easy for you to understand your policy.

The 80/20 Rule In Homeowners Insurance

10/26/2023 08:20 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The 80/20 Rule In Homeowners Insurance
It's important to make sure your insurance policy covers at least 80% of the replacement cost of your home, and it's not just because your mortgage lender may require it.

6 Things to Know About Health Insurance Deductibles

10/11/2023 08:07 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
6 Things to Know About Health Insurance Deductibles
Depending on the type of health insurance plan you choose, your deductible can be high or low and might have different expenses that count towards it. Here's 6 things to know before choosing.

5 Things to Consider When Shopping for Life Insurance

08/02/2023 08:21 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Things to Consider When Shopping for Life Insurance
Shopping for life insurance can be confusing. Choose a plan that is the best for you and your family with these five top considerations.

Rental Car Insurance: To Buy or Not to Buy

07/05/2023 12:02 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Rental Car Insurance: To Buy or Not to Buy
If you're renting a car and unsure if you should get the add-on insurance coverage, be sure to read this first.

4 Things Trip Insurance Covers and 4 Things It Doesn't

06/06/2023 07:30 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
4 Things Trip Insurance Covers and 4 Things It Doesn't
Planning a trip and not sure if buying the additional travel insurance is a good idea? Take into consideration these 4 things the policy may and may not cover.
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