◀ The Principal Blog

Posts from the ‘Estate Planning’ category

Are You Protecting Your Biggest Asset with Disability Insurance?



Retirement savings. College savings. Estate planning. Those are the three topics that most of my clients are willing to discuss with me. These things aren’t necessarily enjoyable to discuss, but most people agree that they are important for a comprehensive financial plan. Then, there is the one…

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On Umbrellas, Safety Belts and Life Insurance



I believe a thing’s true importance is most evident when you need it but don’t have it. Take the umbrella. It’s nice to have when it’s raining but if I have to be out in the rain without one, I’m not going to melt. At the other end of the spectrum – the safety belt. Nearly 63,000 lives…

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