Any time a client has a property loss that requires contractor engagement – and even more so following a natural disaster that creates an overabundance of restoration work in a specific region – homeowners should be wary of the Assignment of Benefits (AOB) clause in a contractor’s agreement.
Posted ByThere’s been an increase in phishing attempts initiated via text or SMS messages, referred to as smishing. In the smishing scam, individuals receive fraudulent text or SMS messages that appear to be from a legitimate source such as your bank or other financial providers.
Posted ByIt’s no secret that as soon as you drive a new car off the lot, it instantly begins depreciating in value. An auto depreciates the most in the first few years after it leaves the lot. For most consumers, this is not a major concern because they do not plan to sell their vehicle in the near future; but what if the vehicle was in an accident shortly after it was purchased and the insurance company deemed it a total loss? GAP insurance (guaranteed asset protection insurance) may help in these situations.
Posted ByThe National Association of Personal Financial Advisors (NAPFA) hosts conferences bi-annually. In May, Alyssa and Clarissa had the opportunity to attend the conference in Austin, TX. They enjoyed keynote speakers, networking opportunities, and a wide variety of educational programs. Some key takeaways from the conference are outlined in this post.
Posted ByPlanning for college is becoming increasingly important with higher education tuition on the rise and with the national student loan debt recently breaking 1.5 trillion dollars. Many parents and grandparents are thinking about how they can help the next generation pay for college. One option is the 529 college savings plan.
Posted ByThe Investments and Wealth Institute’s flagship event is their Annual Conference Experience (ACE). This conference offers four days of exposure to “the sharpest thinkers and practitioners: blending Ivy League quality education with practical application.” Alyssa had the opportunity to attend ACE this May in Las Vegas.
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