Posts Tagged
‘Financial planning’

How Insurance Deductibles Work  An insurance deductible is the amount you, the insured, pays before any claim is paid by your insurance carrier. Depending upon the type of insurance, a policy may set the amount of deductible, or offer you the ability to select a deductible amount. Deductibles serve a dual purpose: they save the […]

Top New Digital Tools for Small Businesses  Technology has not just shrunk the tools we use, but it has allowed small businesses the power to operate like a big business. These tools can help small businesses get better organized, efficiently manage their finances, or support customer service and win new business. NEW DIGITAL TOOLS THAT […]

Errors and Omissions Insurance Errors and Omissions (E&O) insurance has many names. For some healthcare professionals, it’s called malpractice insurance. For lawyers, it may be called professional liability insurance. Whatever name it goes by, E&O insurance is designed to protect you or your company from potential financial damages that may arise from a client holding […]

President Trump’s Unlikely Victory With the election of President Donald Trump, you are advised to prepare for a wild ride in the investment markets; indeed, the markets are already turning sharply negative due to the uncertainties ahead.  Will the new President really build an expensive wall across our Southern border?  Will he introduce legislation that […]

rF Personal Account (rFPW)
TD Ameritrade Account
Fidelity Account
TIAA CREF Account
Jefferson National Account
rF401k Account