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Insurance & Financial Protection, Retirement Planning Michael Hollis, CFP® Insurance & Financial Protection, Retirement Planning Michael Hollis, CFP®

Insurance Policy Checkpoint – How to Ensure You’re Not Under or Over-Insured

Are you paying too much for insurance or not enough? Your home and auto policies may leave gaps or cover things you don’t need. Reviewing property values, vehicle coverage, liability limits, and the need for an umbrella policy can protect your assets and your wallet.

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How to Prepare Financially When Expecting a Child

Preparing financially for a baby involves more than nursery planning , it means reviewing health insurance, budgeting for childcare, updating life insurance and estate plans, and setting up savings for your child’s future. This article provides a financial checklist for new parents to help ensure their growing family is protected and prepared.

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Insurance & Financial Protection, Employer Benefits Mike Heatwole, CFP®, AWMA® Insurance & Financial Protection, Employer Benefits Mike Heatwole, CFP®, AWMA®

The One Change You Should Make This Year During Open Enrollment

Open enrollment is the perfect time to make small adjustments that can create a big difference in your financial future. This article explains why increasing your retirement plan contributions by just 1% each year can significantly grow your savings over time.

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