I was talking with a prospective client this week who has a daughter graduating later this month from a university in Texas. The question they were grappling with was whether to keep her on their car insurance that I would be quoting, or to have her get her own policy since she has a pretty nice job lined up. I run into this a few times a year and thought we’d examine how I suggest they approach the decision.
2017 is winding down and 2018 will be here before you know it. Various web sites and blogs will soon be posting articles and tips on end of year financial planning and moves to make before the new year arrives. Some will address tax moves you can make now, while others address rebalancing your portfolio, opening an IRA, and steps to improve your financial position for 2018.
A free and open internet was cemented by the Federal Communications Commission (FCC) under President Obama’s administration. On Tuesday, the FCC, under the leadership of the current administration, announced it wants to reverse net neutrality. Reversing net neutrality is not a Republican versus Democrat or liberal versus conservative decision. It’s about money. Before we delve into the politics of net neutrality, I think it’s important to review what it is.
The countdown to Christmas is in full swing even as Black Friday and Cyber Monday appear in the rearview mirror. Shoppers do have 4 more weeks before Christmas arrives, so if you haven’t found that perfect gift for the love of your life, you have time! If you’re planning on popping the question to the person you want to share your life with, take a few minutes to think about scheduled jewelry insurance for the ring that says, “I love you!”
Thanksgiving is almost here, and this year seems to have flown by more quickly than last year. Whether you’re headed somewhere to be with people, preparing for an influx of relatives, or spending a relaxing and quiet day on the couch watching football, I hope this year has been a good one for you too!
One of my clients recently sold her home in McKinney and moved into an apartment. The decision for her was easy, she’d rather pay rent than deal with the cost of a home’s upkeep. The big question we needed to work through was how much renters insurance does she need? She is, after all, downsizing and won’t have as much stuff, or personal property, as she has in her home. Here’s how we approached.
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