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Contracting Business: Are You Managing or Just Keeping Track of Employees?

I’m honored to have a selection from Lead, Don’t Manage featured as the cover story of the June 2021 issue of Contracting Business.

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On the Money: Why Retirement Planning is Crucial for Women

I got to speak with Jenny Hoff of Austin Woman Magazine to discuss the importance of retirement planning, especially for women.

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You can sell your life insurance policy, but you’ll lose the death benefit

Sometimes individuals face situations that make them want to draw money out of life insurance while they are still alive. I shared insights with Ronda Lee of Business Insider about a few options available policyholders.

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You Think You’re a Good Listener, but You Could Be Better—Here’s How to Sharpen Your Listening Skills

I was asked to be part of a panel article for Real Simple Digital on improving your listening skills; I hope the tips I and others give here can help you build strong communication practices for healthy relationships.

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Mortgage protection insurance covers home loan payments if you die, but regular life insurance could be better

Not many people are familiar with mortgage protection insurance; it might be worth a conversation with a financial professional to see if it’s right for you. This article is a good starting point — I shared some insights that can help clarify this type of policy.

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You can buy insurance on someone else, but being family isn’t enough to qualify

To get life insurance for someone else, you need two things: an insurable interest in their lives, and their permission. Here are some insights about these requirements I shared with Ronda Lee of Business Insider.

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Cash surrender value is the money you’ll receive if you cancel permanent life insurance, and there are tax implications

What is cash surrender value, and what might it mean for your financial planning strategy? I spoke with Ronda Lee of Business Insider about the ins and outs of this feature of permanent life insurance policies.

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A ‘return of premium’ rider offers a refund if you outlive your term life insurance policy, but it will cost you extra

You never want to use your life insurance, but when a term policy ends, what happens to the money you’ve put into it over the years? I spoke with Ronda Lee at Business Insider about policy add-ons that can let you recoup your premiums when the policy expires.

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Married couples have two options when it comes to life insurance: joint or separate policies

If you’re married, a traditional individual life insurance policy might not be your best choice. I spoke with Ronda Lee at Business Insider about joint life insurance policies and why they are worth a look.

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Survivorship life insurance is a joint policy for couples, and it could make sense if there’s an age gap or health issues

Survivorship life insurance may not fit everyone’s situation, but it’s definitely something to discuss with a financial professional. I shared some insights on these unique policies with Ronda Lee of Business Insider — check out the article to see if this type of policy is right for you.

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