A Smart Way to Kick Off Summer Planning As the school year winds down and summer plans begin to heat up - vacations, camps, and a little more time by the pool - May 29th offers the perfect moment to … Read more about Celebrate 529 Day
What Moody’s Downgrade Means for You
What It Could Mean for Your Investments I’m sure you saw the recent headline — Moody’s downgraded the U.S. credit outlook from stable to negative. This isn’t a full credit downgrade, … Read more about What Moody’s Downgrade Means for You
The Insurance Most People Overlook
Protect Your Paycheck Most people insure their homes, their cars, their valuables. But surprisingly few insure the one thing that makes it all possible: their … Read more about The Insurance Most People Overlook
How to Have Meaningful Conversations About Disability Income
I & E Planning hosted a zoom session, for professionals, on the topic of disability income insurance. Most people are one illness or one accident away from financial distress. To read more or … Read more about How to Have Meaningful Conversations About Disability Income
Captive Insurance Webinar Overview for Business Owners
Introduced what a Captive insurance company is. It allows a business to own and operate its own insurance company to cover underinsured and uninsured risks. We shared a bit of history of captives … Read more about Captive Insurance Webinar Overview for Business Owners