Posts tagged insurance
Life Insurance as an Investment Vehicle

6/15/23: I know from listening to enough of your episodes that you're not fans of life insurance policies as an investment vehicle. Can you discuss the scenarios where life insurance as an investment vehicle makes sense and where it doesn't and why?

Whole Life or Term Life Insurance?

2/2/23: I'm working with an advisor and she's pushing us to get whole life insurance policies. I was initially thinking we needed term policies so now I'm wondering if this is the right move?

Helping Mom as She Transitions to Long-Term Care

7/18/22: My mother is 93 years old and because her memory and ability to care for herself have noticeably declined this past year, we moved her into a memory care facility. How do we go about developing a financial strategy to support the recent change?