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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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Securing Your Financial Future

Many people put off retirement planning until retirement itself moves more into focus. But to maximize the impact of your efforts to plan for a secure financial future, start as early as you can. Here’s where you should start.

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What are life insurance retirement plans?

Curious about when to use permanent life insurance or other retirement strategies as you plan for your future? I recently shared my insights on this topic for this Business Insider article.

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Some life insurance is marketed as ‘forced savings,’ but you still need a retirement account to save for the future

Can permanent life insurance replace a 401(k) or other retirement savings plan? I spoke with Ronda Lee at Business Insider to share my thoughts for this article that dives into this question.

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What is an attending physician statement for life insurance, and when do you need one?

When you’re shopping for life insurance, what should you do if you have pre-existing conditions or chronic illnesses? I answer this question in Ronda Lee’s latest article for Business Insider.

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Cracking the Cash Flow Podcast

I joined Josh Patrick on his podcast, Cracking the Cash Flow, to discuss the art of delegation, as well as other management topics.

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