Personal Umbrella Insurance 101 – My Financial Wellness Guide- Part X

In a previous post, I shared some insights on Liability Insurance and important things to consider in managing potential exposure. Insurance is a funny thing, kind of like credit – when you need it, you can’t get it – it’s something you have to be intentional about building before you need to use or have…

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Life Insurance 101 – My Financial Wellness Guide – Part IX

Life Insurance provides three main purposes: pay for burial expenses and final bills to close out your estate, replace the income you would have provided to a dependent (relative or business partner), or to gift to a charity or institution you want to support. There are two basic types of Life Insurance policies, a Whole…

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Preserve & Protect – My Financial Wellness Guide – Part VIII

As you begin to build your life, carefully curating pieces that add beauty and joy to your home, take steps to do what you can to preserve and protect them, so you can enjoy them for many years to come. Making note of where each piece was acquired helps remind you of special moments and…

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Liability: What You Need to Know – My Financial Wellness Guide – Part VII

If you’ve been following me for awhile you know that I focus quite a bit on self-awareness. Being financially healthy is contingent on knowing yourself and developing a strong sense of personal responsibility. Our words, actions and behaviors have a direct affect on the people we interact with every day. That also includes our lack…

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