by David Roberts | Aug 11, 2023 | Insurance, Risk
The world is full of risks and uncertainties, making insurance risk a complex but intriguing financial aspect to explore. The types of risks in insurance are important to know for effective financial planning, risk management, and choosing the right financial...
by David Roberts | Aug 23, 2022 | Insurance, Risk, Tools
If you are still working, and your financial plan depends upon your income, then it is critical that you protect that income should you suffer an illness or injury that prevents you from continuing to work. Replacement income provided through both a short and...
by David Roberts | Apr 6, 2021 | Estate, Insurance, Taxes
Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. 1. Do you have a will and powers of attorney for health care and...
