Insurance

What If: Disability

The Social Security Disability insurance program provides benefits to disabled workers and their dependents. Workers earn benefits coverage by working and paying Social Security Taxes on their earnings. Per the Social Security Administration website, there are 56 Million Americans (1 in 5) live with disabilities.  It is particularly sobering to note that for 20 year […]

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Life’s Uncertainties

Over the years, life’s uncertainties have come into my life personally, or involving family, friends or a work situation.  Having access to information is easier today than ever! Keeping this in mind, I seek your input today.  The link below will take you to a survey.  This survey focuses on two areas: a) Illness/accident and

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Longevity

Have you ever been curious about your life span?  Longevity is a topic that arises as we plan for our retirement.  Will our resources cover us as we age?  How do we plan for the unknown?  Bloomberg posted an article yesterday that piqued my interest.  Here is a recap of this article. “Americans increasingly need an accurate

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The Living Planner Advisory Perspective Series – Laura Roeder, Team Financial Partners, LLC

The Living Planner Advisory Perspective Series presents questions to professionals each month.  We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. This month, let’s welcome Laura Roeder, a Registered Representative with Team Financial Partners, LLC.   Laura is

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The Living Planner Advisory Perspective Series – Personal and Business Insurance

The Living Planner’s monthly Advisory Series in March features Erin Furlong, from Danmar Insurance Services in Temecula, CA. Danmar is a family owned and operated insurance agency established in the late 1970s as a means to provide quality multi-line insurance to the Southern California area.  They have since expanded our ability to write insurance in

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