Insurance

If you’re planning to buy a home with less than 20% down—whether you’re browsing a house for sale in Seattle, WA or checking out a home in Austin, TX—you’ll likely…

“I am five years from financial independence.”

My colleague forwarded me this participating fund health check review that Milliman did for 2025 and thought it is pretty interesting to share. Singapore: 2025 participating fund health check. What…

You would think once your homeowners policy is active, the hard part’s over. But more and more homeowners are finding that’s not the case, whether they’re buying a condo in…

The FAFSA does not count the cash value of a life insurance policy as an asset. A life insurance payout may count as income if it’s reported on your tax…

Buying a home is one of life’s biggest investments, and protecting it should be a top priority. That’s where homeowners insurance comes in. Homeowners insurance helps protect your investment by…

One of my friend asked me about my views about a particular AIA Investment Linked Policy (ILP) for his family situation. I gave him some of my views personally but…

As I inch closer to death, I find myself thinking more about estate tax planning and the potentially massive tax bill my family might face if we’re extremely lucky. To…

“‘I am married, live in Texas and have no debt other than a mortgage of about $2,200 a month.”

Key takeaways:  Home insurance covers damage to your house and personal belongings due to unexpected events.  A home warranty covers repairs and replacement of appliances and systems due to normal…