Car accidents, natural disasters, thefts, and lawsuits can happen to anybody at any time. Surprises like these are expensive and stressful — and the expenses associated with them start to pile up fast. As our clients build wealth, we need to make sure they can protect it. That’s where property and casualty insurance comes in (often referred to as P&C insurance). Homeowners, auto, … [Read more...] about The Gen Y Planning Guide To Insurance: Property, Casualty, And Liability Coverage
Like getting a job, buying a car, getting married, or having a child, home ownership is viewed as one of the markers of becoming a “real” adult. Despite hitting those milestones at a later age than their Baby Boomer parents, and dealing with the blow of a tough economy right as they entered the job market, the majority of Millennials still believe in home ownership — even though it’s not the best … [Read more...] about Buying vs. Renting: Which One Is Right for You?
Many millennials don’t associate insurance as part of their financial picture, but it’s an important piece of financial planning. We are so focused on saving, paying down debt, and investing, that we sometimes forget about protection planning. Please note: every person’s situation is different so it’s important to work with a comprehensive financial planner to make sure you have the … [Read more...] about Protect Yourself and Your Stuff – An Insurance Overview