Posts by tanner
A New Alliance
Often, while paying bills for our clients, we’ll notice that their insurance premiums seem high or that they’re lacking coverage that they should have. To solve this problem, we’ve aligned ourselves with Daigle & Travers Insurance who has offered to review existing policies and provide quotes for Financial Sense clients at no cost. Yet another…
Read MoreLastPass for Our Clients
After doing extensive research on the various password management applications available, we recently decided to establish LastPass accounts for our clients who wish to take advantage of this add-on service that we’re now offering. We all know that keeping track of all of your many passwords is cumbersome, to say the least. And choosing the…
Read MoreCrime is Just a Click Away
Email scams are all too common these days. An email that looks like it’s from Chase or FedEx asking your to verify your account or track your package, could very well be from a scammer trying to get access to your money or your computer. The article and tips below from fellow AADMM member, Linda…
Read MoreSave on Cooling Costs This Summer
Per Pacific Gas and Electric Company (PG&E), a utility company for some of Financial Sense’s California clients, you can save on cooling costs with these simple ways to use air conditioning more efficiently: Keep your air conditioner’s filters clean to increase the efficiency and save on energy costs. Save up to $30/year. Run a ceiling…
Read MoreCaregiving and Women
On May 4, Aimee Johnson from Allianz Life presented at the 1st Annual Upsate Women in Finance Event, hosted by the Foundation for Women’s Financial Education. Her presentation was about financial impacts on women in the context of caregiving. Here are some staggering statistics I took away from that day: Today’s typical caregiver looks like…
Read MoreThe Death of Traditional Long Term Care Insurance
Today, fewer and fewer companies are offering traditional long term care (LTC) insurance; the reason is because most insurance companies initially underestimated how long individuals would require LTC benefits. In fact, women today are living an average of 6 years while receiving long term care. Depending on where you live, in-home care can run roughly…
Read MoreKey Life Decisions: Are You Prepared?
Written by Rebecca Feeley I recently went to a panel presentation at a local funeral home (morbid, I know!) where a financial advisor, an attorney, and a funeral professional each provided their own perspective on the importance of considering and planning for the inevitable: death. While it wasn’t exactly a “fun” topic, it was incredibly…
Read MoreBest Tax Software for 2017
The Simple Dollar has created a list of the Best Tax Software for 2017 for the millions of people who file their own taxes. Taking into account a number of factors including user experience, disbursement, accuracy, and deduction discovery, the writers laid out the pros and cons of each software so that we don’t have…
Read MoreMyths About Credit & Lending
Written by Rebecca Feeley Liz Maccarone and Julia Strayer from Merrill Lynch Wealth Management led a fascinating round-table discussion recently on the Myths and Mistakes of Financial Planning. Myths with regard to Credit & Lending was of particular interest to all in attendance, so I thought I’d share a few things that I learned… Myth…
Read MoreEmulate the High Credit Score Achievers
The Simple Dollar recently laid out 4 behaviors that are common among people who have exceptional credit scores. Whether you’re applying for a mortgage, a loan, an apartment, or something else, it’s a good idea to emulate these behaviors in order to improve or maintain a high credit score. Never miss a payment. And we…
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