Life Insurance

Layering Life Insurance

Sheri’s take: Recently, we shared two guest posts on this fall’s insurance open enrollment period, authored by Mark Maurer, CFP®, MBA, president and CEO of LLIS. Mark’s posts were well-received, so we were delighted when he agreed to share one more interesting idea with us on how to u
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LLIS Disability

Open Enrollment Time: Part 2 – Disability Insurance

Sheri’s take: As this year’s open enrollment period goes into full swing, you and your family can use the opportunity to not only review your healthcare coverage, but also to take a fresh look at life and disability insurance coverage available to you. Last week, we were pleased to sh
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Open Enrollment Time: Part 1 – Life Insurance

Sheri’s take: There’s strength in numbers, especially in having a number of well-informed alliances to supplement our own financial know-how. Mark Maurer, CFP®, MBA, president and CEO of LLIS is one such alliance we’ve long maintained – because protecting the wealth you’ve already got
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identity theft

Identity Theft and Your Tax Returns: What To Do if It Happens to You

  As a follow up to our recent blog post, “Five Warning Signs That It’s NOT the IRS Calling,” a handful of SageBroadview clients and others have let us know that they have experienced another form of fraud. Some have received mailings from the IRS (the real IRS), alerting them th
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IRS Phone Scam

Avoid Being a Tax Scam Victim: Five Warning Signs That It’s NOT the IRS Calling

While the Internal Revenue Service may not be your favorite Federal agency, criminals falsely posing as IRS representatives are unquestionably the much greater enemy. As time and technology march on, scammers have been setting increasingly treacherous traps for swindling taxpayers’ as
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supplemental life insurance

Making the Most of Supplemental Group Life Insurance

Employer-sponsored group life insurance can be a nice perk to help ensure that your loved ones are well cared for in the event of your untimely death. Most plans offer basic coverage at no cost to employees, along with supplemental coverage you can purchase at group rates. What are th
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Managing Insurance Costs When Your Teenager Drives

Managing Insurance Costs When Your Teenager Drives

My son Dominic is 18 and a high school graduate, as of this week! Knock on wood, he’s had only one near-miss since he began to drive. Only days after receiving his permit, he and his dad were driving to school when a kamikaze deer leaped in front of the car. Devon, his younger brother
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A Sage Eye to Spy Insurance Gaps and Overlaps: A Case Study on Disability Coverage – or the Lack Thereof

A Case Study on Disability Coverage – or the Lack Thereof

In our last post, “The Ins and Outs of Insurance Coverage,” we described some of the ways an objective advisor can help you select from the wide range of good, bad and occasionally ugly insurance possibilities available. In this post, we share a case study, revised with permission fro
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A Sage Eye to Spy Insurance Gaps and Overlaps Part I: The Ins and Outs of Insurance Coverage

The Ins and Outs of Insurance Coverage

“This is a very complicated case, Maude. You know, a lotta ins, a lotta outs, a lotta what-have-yous. And, uh, a lotta strands to keep in my head, man. Lotta strands in old Duder’s head.” — Dude Lebowski, “The Big Lebowski” In the cult classic, “The Big Lebowski,” the Dude was referri
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Taking a Second Look at Your Current Liability Coverage

Taking a Second Look at Your Current Liability Coverage

Taking a Second Look at Your Current Liability Coverage By Guest Author Rocco Esposito, Esposito Insurance Group Most current standard home, condominium and renters’ insurance policies include liability coverage to protect you against some of life’s usual suspects at home and afield.
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