financial planning

Disabilities are more common than you think

Disabilities are more common than you think

If you underestimate your risk of disability, you’re not alone … only 10% of individuals accurately estimate their chance of disability.  Learn more about short and long-term disability insurance.

Are Healthcare Sharing Plans Worthwhile?

Are Healthcare Sharing Plans Worthwhile?

Faced with competing pressures of skyrocketing health insurance costs and your desire to have flexibility in your work life, how do you move forward? Healthcare sharing programs offer an alternative to traditional health insurance and are often more cost effective than plans on the individual exchange.

Can You Emergency Proof Your Life?

Can You Emergency Proof Your Life?

There are two practical lessons that can be drawn from a tragedy:  

1)   Cherish each moment with family members and friends, and

2)   Financially prepare for the unexpected.

3 Ways to Be Healthy, Wealthy, and Wise

3 Ways to Be Healthy, Wealthy, and Wise

There’s no question that physical, emotional, and financial health are intertwined. Financial concerns may trickle into other life domains: it is common to be more stressed, prone to health issues, and less engaged at work. My role as a CPA financial planner is to help families reverse that trend. You can live richly even if you aren’t yet “rich.”