Maria has been a high school teacher for most of her life, and now that she is feeling that her retirement is around the corner, it got her to think about a lot of things. Her biggest worry was, what if she outlives all of her savings. So, we started talking about how do annuities…
Recently, a client booked a call with me, and she talked about how she opened her home insurance notice of renewal this January and had one question in mind “Why is home insurance going up?”. She was shocked because she saw that her premium had jumped by nearly 20% compared to what she was seeing…
Is my car insured? It’s a question most drivers never ask — until it’s too late. Joel is 35. One rainy night, he was driving home when another car slid into the back of his bumper. He asked the other driver for his insurance card. The man said, “I don’t have it on me.” When…
When Angela sat across from me at the office, she looked exhausted. Her daughter had just started college, her mortgage had a decade to go, and she was beginning to think about retirement—but didn’t know where to start. “I just want something that protects my family,” she said, “but also helps me grow my money…
A Story from the Field A few years ago, I met a contractor named Mike. He was great at what he did—framing, drywall, roofing—you name it. But when I asked him about his insurance coverage, he shrugged and said, “I think I have something through my buddy’s agency.” That “something” turned out to be a…