If You Drive but Don’t Own a Car, Consider Non-Owner Insurance
Non-owner insurance is a type of liability insurance that provides coverage when you’re driving a car that isn’t yours—perfect for those who Uber everywhere!
Non-owner insurance is a type of liability insurance that provides coverage when you’re driving a car that isn’t yours—perfect for those who Uber everywhere!
With the end of the tax year just around the corner, tax-savvy individuals need to take some time from their busy schedules to review the tax planning steps they’ve already taken and see what else they need to do.
Insurance transfers the financial risk to an insurance company. In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, talk with Director of Insurance Planning, Jim Crone, CFS®, CLU®, about using insurance in your business to transfer the risk…
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager for Retirement Services Justin Wagner, AIF®, to discuss 401(k) participants’ interest in a lifetime income feature to their plans. They talk about what that might look like, the fiduciary concerns, and if it is even a good option for the investors.
If you’re employed, Open Enrollment is your once-a-year chance to make important decisions that will affect your health-care choices and your finances.
The difference between an out-of-network provider’s normal charges for a service and a lower rate reimbursed by insurance can be significant. Congress is helping in emergency situations.
Like everything else, the pandemic greatly impacted driving habits. In fact, there was a 55% decrease in the average number of miles driven in 2020. We look closer at usage-based auto insurance policies.
Medicare open enrollment begins Oct 15! Determining what coverage you have now and comparing it to other Medicare plans can be confusing. Here is what you need to know about Open Enrollment.
While preferred provider organization health insurance is most common, high deductible health plans are gaining popularity. We explain how to compare the two.
Research Analyst Jacob Keen, CFA, is joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, and Associate Michael Griffin, CFP® to discuss the trend in the life insurance marketplace where large insurers are selling existing policies to private-equity firms and asset managers. Jim highlights the concerns that policyholders may be exposed to riskier underlying investments.