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Budgeting for the Holidays

Making — and sticking to a budget — is one of the simplest steps you can take to ensure financial planning success. Around the holidays, though, it can be tough to stick to your plan, and you can easily find yourself going over budget. Here are some ideas I shared with  FOX 10 Phoenix for […]

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Financial Planning Checklist: 9 End-of-Year Financial Tips

As we get closer to the end of the calendar, it’s a natural time to work through a year-end financial planning checklist. Finances are often top of mind at this time anyway, with the holidays bringing increased spending on gifts and entertainment. Take some time before the ball drops to run through a year-end checklist […]

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Can I get life insurance if I have pre-existing conditions?

If you have pre-existing conditions and you want to apply for life insurance, don’t worry. As I shared with Business Insider, there are options available for individuals with conditions like diabetes, cancer and more.

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Financial Planning for Aging Parents

How can you help manage financial planning for your aging parents? When should you start having those conversations? I joined FOX 5 Las Vegas to share some tips dealing with this sensitive subject.

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Is life insurance taxable?

It’s a big question for many: Do I have to pay taxes on a life insurance payout? I joined Ronda Lee of Business Insider to bring some clarity to this question.

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Are Life Insurance Premiums Tax Deductible?

It’s always helpful to find a tax break, so many people have the question, “Are life insurance premiums tax deductible?” In most cases, they aren’t — but I share with Business Insider a few instances where you can write off your life insurance premiums.

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Money Management for College Students

How should cash-strapped college students prepare for their financial futures? Is it too early to begin thinking about saving for retirement? I joined FOX 5 Las Vegas to share some tips on money management for college students.

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Does life insurance cover death by suicide?

One of the most common questions surrounding life insurance has to do with coverage when the insured dies by suicide. I spoke with Ronda Lee of Business Insider to help clarify carriers’ policies in such circumstances.

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How To Make a Financial Plan for Your Future Needs

Whether you are aiming for a specific short- to mid-range financial goal or turning your eye toward your eventual retirement, it pays to start thinking about planning your financial future as early as possible.

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Here’s How to Save Money, Even Through Uncertain Economic Times

During hard economic times, such as when you’re out of work or are forced to adjust your budget, it can be hard to stay in a savings mindset. I shared some tips with NBC 6 South Florida on how to start or keep a savings plan even when your finances are uncertain.

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