Archive for December, 2011

Review, Retool & Renew

  It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it was the spring of hope, […]

, , , , ,

No Comments

Truth in (Insurance) Advertising

  A client, who has their auto, homeowners and umbrella policies through my agency, asked if I still her had her auto insurance because of something she’d received in the mail. I couldn’t imagine what could possibly make her think her coverage had magically migrated to another company and quickly assured her I was still […]

, , ,

No Comments

Get a Competitve Edge on Auto Insurance

I recently shared an article I read on “12 Tips to Saving Money on Auto Insurance” with my wife; her first response was, “How much can you save if you make these changes?” Half of any insurance equation is always cost; unfortunately, the answer is more convoluted.   Since there are so many factors affecting […]

, , , , , , , ,

No Comments

Top 3 FAQs on 401(k)s

  The top three questions I am asked most often these days with regard to 401(k) accounts are:   Should I leave my 401(k) in a prior employer plan while out of work? Is it best to roll my account into a new employer plan every time I change jobs? Can I cash my 401(k) […]

, , , , , ,

No Comments