Rate Your Financial Health – It’s Amazing what Could Happen!

box of money signifies financial freedom

Seven months ago, I wrote, How Would You Rate Your Financial Health, following an employee health fair at a local hotel. The date was February 15, 2020. As health fairs go, this was well represented with physical health-related booths: diabetes care, assisted living centers, American Red Cross, and a CBD supplier, to name a few.…

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Umbrella Insurance and the Hidden Costs: A Good Idea after 50?

represents umbrella insurance

Once you start exploring the many sides of financial security, one of the risk management options you may come across is ‘umbrella insurance’. As a recent subscriber to the free financial planning tool, Savology, I had never heard of umbrella insurance. Having elements of my mother’s panic-gene in me, I casually asked my partner, the…

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