Category: Blog

Insurance for Personal Property in Storage

What kind of insurance policy is needed to protect personal property or contents while it’s in storage? This was the question a friend of mine texted me the other day. She put her home on the market and received an excellent offer within a few days, however her new home won’t be finished for another couple of months.

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2017’s Impact on Texas Car Insurance in 2018

The weather was a major story line in Texas and national news during 2017. As I mentioned on Tuesday’s post, north Texas was pounded by golf ball to baseball sized hail a couple of times last spring and early summer followed by Hurricane Harvey’s lashing and flooding rainfall of the Texas coast.

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2017’s Impact on Texas Home Insurance in 2018

One of the sayings I heard after moving to Dallas was, “If you’re tired of the weather in Texas, just wait a few hours and it will change.” That may not be entirely accurate, but our weather does tend to be filled with surprises. 2017 held a couple of major surprises for Texans and its effect on home and car insurance will be felt this year. Let’s look at what happened and how it will impact home insurance this year.

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My Word for 2018

Welcome to 2018! I hope you had a wonderful Holiday Season and New Year! Sheri and I spent the weekend with friends, as we’ve done the past few years. It was a wonderful time preparing food for each other, watching a movie (Baby Driver), and a lot of football. Prior to hanging out with our friends, I took some time to think about 2018 and what I envision personally and professionally for this year. I haven’t made a single resolution though and here’s why.

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Christmas Gifts

Christmas is less than a week away. The phone isn’t ringing as often and email has slowed too, as clients, friends, and business associates prepare for Christmas. I attended my last holiday party on Sunday and we’re now finalizing our preparations to spend time with our kids and grandchildren. It promises to be a wonderfully noisy time filled with plenty of hugs, laughter, stories, gifts, and too much food.

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Holiday Home Security

It’s a beautiful and festive time of year, however, there are those who look to take advantage of people during this season. Break-ins occur during this time of year, both homes and cars, yet it only takes a few precautionary actions to lower your risk of being a victim. Here are 6 actions you can take to prevent a home break in when we should be celebrating!

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Car Insurance: Guidelines on When Your Kids Have Their Own

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.

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End of Year Insurance Review

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.

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Why Net Neutrality Is Important to Small Business

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.

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Jewelry Insurance Considerations

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!”

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