Risk Protection

  • The Top...

    We all make mistakes. I’ve made more than my share. Here are the top 10 financial mistakes professional women make: 1) Letting your husband or partner manage the money without your involvement. Very 1968… and not in the cool, mod way. Few of us think we’ll get divorced or that...

  • Winning Your...

    My friend Dr.Tomas McFie has sent me his wonderful book titled, “Winning Your Financial G.A.M.E.” It is all about creating a concise Guaranteed, Available, Manageable, Equity Plan to track your winning financial game. Though this book is intended for Americans, it is useful for all. When I look at his...

  • Reduce your...

    A few days ago, I was reviewing the investment portfolio of an investor that mainly consisted of residential rental properties. Based on the information that I provided for her, she felt that I should incorporate into my review more on the “nitty gritty” on the opportunities for investors with Insurance...

  • Reduce your...

    A few days ago, I was reviewing the investment portfolio of an investor that mainly consisted of residential rental properties. Based on my review, she felt the usefulness of my insurance advice and suggested to me to include more on the “nitty gritty” on the opportunities for investors with Insurance...

  • Know the...

    What is wealth? Wealth is a state of mind. It is not strictly any number. It is a feeling of “enough” – without fear or worry. If your focus is on money as a measure of your wealth, a sense of enough money is an indication of being wealthy. The...