retirement

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Creating a COVID Budget: Tips for spending & saving during hard timesAlthough some in the U.S. have been fortunate enough to make it through the past eight months with their bank accounts intact, there's no doubt that many of us have struggled financially this year. Many have lost jobs, been forced to temporarily move in with relatives, or just found that they couldn't quite make ends meet. While the end of the pandemic (or at least the worst of it) seems to be in sight, many of us will still be struggling with the financial fallout for some time. Here are some ways you can work to stay within your budget while money is still tight.
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Caring for Elderly Family MembersTaking care of elderly parents? Here's how to keep them safe and stay sane. Having the opportunity to spend time with and give back to your elderly parents can be an unexpected gift. But as rewarding as it is, it can also be exhausting, frustrating, and dispiriting at times. Here are some ways to stay sane and enjoy time with your loved ones while you still have them.
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Kathleen Hansen -

When it's time to store your boat for the winter, sit down with a member of the marina's staff and discuss what you can expect to have done. Most marinas are prepared to service your boat efficiently, but you are responsible for seeing that all work is done. Ask that they call you when the winterizing is complete.
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Categories: annual review, annuity, asset protection, atv, automotive, boat , boat and yacht insurance, boat insurance, bonds, business auto, business continuity, business insurance, business interruption, business management, business safety, car insurance, car safety, christmas, claim examples, college students, collision, community involvement, comprehensive, computer security, contractual liability, cyber security, deductible, disability insurance, disaster insurance, discounts, domestic employee, driving safety, earthquake, electricity, employee retention, employee safety, epli, family fun, family safety, finances, fire insurance, fire prevention, fireworks, floaters, flood, flood insurance, food safety, gun safety, health, health insurance, healthy living, hmo, holiday, home business, home insurance, home safety, hsa, identity, identity theft, immunization, inland marine, insurance, insurance claims, insurance cost, insurance credits, insurance exclusions, insurance history, insurance quiz, insurance records, internet, inventory, investments, jack and sara, joke, just for fun, lawsuits, liability insurance, life insurance, long term care, mental health, money, motorcycle, new york, ocean marine, online safety, outdoor safety, paid family leave, personal property, pet insurance, pets, planning, ppo, prevention, product liability, professional liability, retirement, risk management, safety, security, small business, smoking, spouse, spp, structured settlements, technology, teen drivers, term life, trailer safety, travel insurance, umbrella, umbrella policy, water damage, weather, weather safety, wedding, winter, winter storage, winterizing, work safety, workers compensation | View all Categories
Kathleen Hansen -

Dear Valued Client:

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Categories: annual review, annuity, asset protection, atv, automotive, boat and yacht insurance, boat insurance, bonds, business auto, business continuity, business insurance, business interruption, business management, business safety, car insurance, car safety, christmas, claim examples, college students, collision, community involvement, comprehensive, computer security, contractual liability, cyber security, deductible, disability insurance, disaster insurance, discounts, domestic employee, driving safety, earthquake, electricity, employee retention, employee safety, epli, family fun, family safety, finances, fire insurance, fire prevention, fireworks, floaters, flood, flood insurance, food safety, gun safety, health, health insurance, healthy living, hmo, holiday, home business, home insurance, home safety, hsa, identity, identity theft, immunization, inland marine, insurance, insurance claims, insurance cost, insurance credits, insurance exclusions, insurance history, insurance quiz, insurance records, internet, inventory, investments, jack and sara, joke, just for fun, lawsuits, liability insurance, life insurance, long term care, mental health, money, motorcycle, new york, ocean marine, online safety, outdoor safety, paid family leave, personal property, pet insurance, pets, planning, ppo, prevention, product liability, professional liability, retirement, risk management, safety, security, small business, smoking, spouse, spp, structured settlements, technology, teen drivers, term life, trailer safety, travel insurance, umbrella, umbrella policy, water damage, weather, weather safety, wedding, winter, work safety, workers compensation | View all Categories

Finance and romance, both can make people crazy. Put them together and you might just double the insanity. If you're in a committed relationship, however, there's no way around it. Whether you're already married or on your way, here are some tips for managing your money as a couple:
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Kathleen Hansen -

A 5-Step Checklist for Financial Health in 2017

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Categories: annual review, annuity, asset protection, automotive, boat and yacht insurance, boat insurance, bonds, business auto, business continuity, business insurance, business interruption, business management, business safety, car insurance, car safety, christmas, claim examples, college students, collision, community involvement, comprehensive, computer security, contractual liability, cyber security, deductible, disability insurance, disaster insurance, discounts, domestic employee, driving safety, earthquake, electricity, employee retention, employee safety, epli, family fun, family safety, finances, fire insurance, fire prevention, fireworks, floaters, flood, flood insurance, food safety, gun safety, health, health insurance, healthy living, hmo, holiday, home business, home insurance, home safety, hsa, identity, identity theft, immunization, inland marine, insurance, insurance claims, insurance cost, insurance credits, insurance exclusions, insurance history, insurance quiz, insurance records, internet, inventory, investments, jack and sara, joke, just for fun, lawsuits, liability insurance, life insurance, long term care, mental health, money, motorcycle, ocean marine, online safety, outdoor safety, personal property, pet insurance, pets, planning, ppo, prevention, product liability, professional liability, retirement, risk management, safety, security, small business, smoking, spouse, spp, structured settlements, technology, teen drivers, term life, trailer safety, travel insurance, umbrella, umbrella policy, water damage, weather, weather safety, wedding, winter, work safety, workers compensation | View all Categories

When the last of the children head off to college or out on their own, some parents, although sad, breathe a sigh of relief. For many, getting the kids out of the house will immediately relieve some serious financial stress. But it's important to be smart with how you handle that extra income so that you're setting yourself and your children up for a secure future. Here's what to do when your dependents become independent:
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If you're heading for retirement or even if it's a ways off, you might already be writing that bucket list of things to do and places to see as soon as you don't have to show up to work every day. But before that happy day arrives, there's a different list of things you should cross off to ensure that your golden years are truly carefree.
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Spring is a great time to clear away the clutter and freshen your living and working spaces for the year ahead. Why not borrow the idea and give your personal finances a thorough "cleaning" too?
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Kathleen Hansen -

Before signing on the dotted line, it's important to know what exactly comes with the new house you're about to buy. In addition to that amazing kitchen, fabulous master bath and lush green backyard, could there be foundation issues? Or maybe a rotting roof in need of replacing? You may not be required to have a home inspection, but it is highly recommended and almost always worth the money. Help reduce your stress and take the guesswork out of potential issues by working with a qualified home inspector.
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Kathleen Hansen -

No matter what the climate is like where you live, keeping the temperature comfortableinside your car often means battling foggy windows. If you live in a climate with cold winters, staying warm in your chilly car means turning on the heater — and battling the resultant fog on the inside of your windows. In warm, humid areas, turning on the AC can cause the opposite issue — fog blurring your windows from the outside.
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In its most general sense, an annuity is an agreement for one person or organization to pay another a stream or series of payments. Usually the term "annuity" relates to a contract between you and a life insurance company, but a charity or a trust can take the place of the insurance company.
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Quite possibly. Here are 10 reasons to own life insurance after your kids have left home:

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