Auto insurance is one of those bills most of us can’t avoid, but that doesn’t mean you have to overpay for it! Whether you’re renewing a policy or shopping for…
Insurance
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Comparing home insurance quotes can be confusing, especially when two seemingly similar homes come back with very different prices. The truth is, insurers don’t just pick numbers—they calculate risk based…
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Stocks
My husband’s kids didn’t even show up for his heart surgery. So why is he leaving them his $1 million life insurance?
“Both of us were widowed. We are in our late 60s and retired.”
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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…
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Stocks
I’m 51, married and pay $200 a month for a $1.5 million term life insurance policy. When should I cancel it?
“I am five years from financial independence.”
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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…
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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…
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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…
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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…
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Investment
Be Aware of the Difference in Cost of Insurance Structure of an ILP vs a Level-Term Insurance – Investment Moats
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…
