General Insurance

Life Insurance and the Special Needs Trust: What you need to know

We talk often about the importance of life insurance. Proper life coverage guarantees that the policy holder’s loved ones receive enough financial compensation to cover leftover debt, medical costs, and any final expenses. And it’s a supplement to help keep the family afloat financially without the policy holder’s income or... Read more →


Can’t take it with you—or can you?: A Conversation About Student Debt After Death

When a student prepares to enter college, they, and their loved ones, typically are thinking about the future. Higher education can open up a new world of opportunity for students of all ages and backgrounds. With this hope for a new career, and hopefully higher paycheck, in front of them,... Read more →


National Children’s (and Pet’s) Dental Health Month

This month, Tooth Fairies across the nation stretched out their wings and jingled their change purses to celebrate National Children’s Dental Health Month! Taking care of a child’s teeth and mouth can be challenging for many parents amid all of the other responsibilities associated with child rearing. However, oral hygiene... Read more →


5 Reasons Why Its Smart for Women to Get Life Insurance—or More of It

Originally published by Life Happens, April 7, 2017, written by Helen Mosher One of the most harrowing experiences I’ve ever had was during the sixth month of my pregnancy. My husband was out late, hadn’t called, and I was, of course, angry at his thoughtlessness. But this very evening, he... Read more →


Understanding Insurance Underwriting

When being presented with an insurance offer, you’re likely to encounter one of three scenarios: The offer doesn’t require an application and states that you cannot be turned down for coverage. An offer with a series of around 3-5 short questions, typically requiring a “yes” or “no” answer. An offer... Read more →


Early Career Spotlight - Katie B., Chief Resident, on Disability Insurance

In the beginning of medical school, we were told that information will come like “water from a firehose." That was true, and it is also true that the learning curve for residency is even steeper and more like getting information from Niagara Falls. In addition to getting an education, medical... Read more →


Early Career Spotlight - Matt Diffley, MD, FAAP on Insurance

Shopping for insurance can be difficult due to the fine print but I appreciate the work the AAP has done to research and subsidize some great starter policies. As part of your AAP membership during residency, the AAP subsidizes a $100,000 term life insurance plan and $1,000/month disability insurance plan... Read more →


Early Career Spotlight - Bethany U., Pediatric Resident on Money Management

Possibly the most important financial habit you could have is to know exactly where your money is going and develop a budget. By tracking your spending (with software programs, spreadsheets or websites), it is easy to see where changes can be made and verify that your spending lines up with... Read more →