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Category Archives: Insurance

Do I Need Life Insurance?

Ever wonder “Do I need life insurance?” While every estate plan should have a Will, Durable Power of Attorney, Living Will and Health Care Surrogate Designation, similarly, an essential element of every financial plan includes life insurance.  Many times, people are not sure how much life insurance coverage they actually need.  And often, people fail to have their policies reviewed every couple of years
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Obamacare – Can You Afford Not To Have Health Insurance?

Even after all the talk about the Affordable Care Act (a/k/a “Obamacare”), I still run into people who have no clue that if they do not sign up for health insurance this year, they will be paying penalty for the failure to do so.  How much is the penalty?  It depends on several factors including income and family size.  For example, for a single
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When Do I Need Life Insurance?

Clients quite often are not sure when or whether they need life insurance. My advice is always – if you have a house with a mortgage, or other big ticket items, and a spouse or significant other, and/or minor children, it’s a good idea to purchase life insurance to help pay off those big ticket items if you were to die. It’s a good
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Estate Planning Tampa: Do I need Liability Insurance?

I have discussed, on many occasions, what is estate planning.  Part of estate planning is to ensure that your assets are protected.  How do we protect assets?  One way is to make sure you have enough insurance in place. There are many ways to protect assets through insurance and these include purchasing life insurance (which could help to pay off a mortgage or other
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