October 15, 2017

The 2017 hurricane season has been one of the worst in recent memory. As we have all witnessed on the news, hurricanes Harvey, Irma, and Maria wrought devastation to the U.S. mainland, Puerto Rico, and other Caribbean islands.

Many, many people undoubtedly will depend on their insurance companies…

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October 08, 2017

After several years in banking, I began to notice patterns in thought about lifestyle.

These patterns presented themselves in differences of fundamental assumptions about money and lifestyle. Attitudes of wealthy clients towards money varied from all the noise that continually flooded society.…

October 01, 2017

I have yet to have a consultation with a client who tells me that they want to go to a nursing home. However, it is estimated that more than half of Americans will need care in a nursing home. Medicare will pay for 20 days of rehabilitation, and most Medicare supplemental plans will pay the…

September 24, 2017


Lock It Down Today!

Alert! Alert! Equifax has been hacked.The personal credit information of 143 million Americans has been stolen.

Identity theft is the fastest growing crime in America. It affects the rich and the poor; it can even affect your children. Unfortunately, we usually do not…

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September 17, 2017

I’m sad to say that my mother was recently put into an assisted living facility. At the age of 80 she has severe Alzheimer’s disease, and my 84-year-old father can no longer take care of her by himself. He is now quite happy that about 15 years ago I insisted that they buy long-term…

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September 10, 2017


Autonomous Vehicles: Coming to a Dealership Near You

Ten years ago if you had told me that autonomous, aka “self-driving” cars were going to be a reality in my lifetime, I wouldn’t have believed you. About two years ago I started doing research on autonomous vehicles (AVs)…

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September 03, 2017

Last year I wrote about the Insurance Institute for Business and Home Safety (IBHS) and its FORTIFIED program. The program is designed to help assess the condition of a home and its resistance to wind, hail and storm damage.

Through the FORTIFIED program,  homeowners can strengthen their…

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